Altman Advisors’s Shell SHEL Stock Holding History

Altman Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.97M	Sell	25,422 -478	-2%	-$41.3K	0.71%	58
2026 Q1	$2.41M	Sell	25,900 -548	-2%	-$44.3K	1%	32
2025 Q4	$1.94M	Buy	26,448 +164	+0.6%	+$12.1K	0.73%	57
2025 Q3	$1.88M	Buy	26,284 +287	+1%	+$20.7K	0.72%	62
2025 Q2	$1.85M	Buy	25,997 +993	+4%	+$66.6K	0.76%	62
2025 Q1	$1.61M	Buy	25,004 +838	+3%	+$56.5K	0.74%	71
2024 Q4	$1.51M	Buy	24,166 +622	+3%	+$40.8K	0.65%	72
2024 Q3	$1.55M	Buy	23,544 +349	+2%	+$24.7K	0.69%	77
2024 Q2	$1.67M	Sell	23,195 -242	-1%	-$17.3K	0.95%	44
2024 Q1	$1.59M	Buy	23,437 +1,049	+5%	+$67.2K	0.77%	58
2023 Q4	$1.47M	Buy	22,388 +333	+2%	+$21.9K	0.77%	60
2023 Q3	$1.42M	Buy	+22,055	New	+$1.37M	0.89%	45
2023 Q1	$233K	Buy	+20,617	New	+$1.21M	0.21%	64

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Altman Advisors's SHEL Position: Q2 2026 in Review

Altman Advisors reduced its Shell (SHEL) stake by 1.8% in Q2 2026, selling an estimated $41.3K and leaving 25,422 shares worth $1.97M. The position accounts for 0.71% of the portfolio, ranked #58.

Altman Advisors first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.41M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Altman Advisors held 25,422 shares of Shell worth $1.97M as of Q2 2026.
Altman Advisors sold 478 Shell shares in Q2 2026, an estimated $41.3K.
Shell made up 0.71% of Altman Advisors's portfolio in Q2 2026, its #58 holding.
Altman Advisors first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
Altman Advisors's Shell position peaked at $2.41M in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.