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Americana Partners’s Shell SHEL Stock Holding History

Americana Partners’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 		$19.1M Buy
246,248
+541
+0.2% +$46.7K 0.43% 56
2026
Q1 		$22.9M Buy
245,707
+776
+0.3% +$62.7K 0.59% 52
2025
Q4 		$18M Buy
244,931
+1,110
+0.5% +$81.8K 0.49% 56
2025
Q3 		$17.4M Buy
243,821
+6,205
+3% +$447K 0.52% 54
2025
Q2 		$16.7M Buy
237,616
+1,941
+0.8% +$130K 0.58% 51
2025
Q1 		$17.3M Buy
235,675
+208
+0.1% +$14K 0.67% 46
2024
Q4 		$14.8M Buy
235,467
+185,711
+373% +$12.2M 0.6% 49
2024
Q3 		$3.28M Buy
49,756
+1,237
+3% +$87.6K 0.22% 103
2024
Q2 		$3.5M Buy
48,519
+198
+0.4% +$14.2K 0.27% 94
2024
Q1 		$3.24M Sell
48,321
-3,842
-7% -$246K 0.27% 97
2023
Q4 		$3.41M Buy
52,163
+35,221
+208% +$2.31M 0.32% 83
2023
Q3 		$1.09M Buy
16,942
+340
+2% +$21.2K 0.12% 146
2023
Q2 		$1M Sell
16,602
-3,825
-19% -$230K 0.13% 144
2023
Q1 		$1.18M Sell
20,427
-1,923
-9% -$113K 0.19% 119
2022
Q4 		$1.26M Sell
22,350
-43,332
-66% -$2.39M 0.22% 105
2022
Q3 		$3.27M Buy
65,682
+38,100
+138% +$1.96M 0.58% 46
2022
Q2 		$1.39M Buy
27,582
+8,913
+48% +$501K 0.25% 93
2022
Q1 		$1.02M Buy
+18,669
New +$991K 0.31% 70

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Americana Partners's SHEL Position: Q2 2026 in Review

Americana Partners increased its Shell (SHEL) stake by 0.22% in Q2 2026, buying an estimated $46.7K and bringing the position to 246,248 shares worth $19.1M. The position accounts for 0.43% of the portfolio, ranked #56.

Americana Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.9M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Americana Partners held 246,248 shares of Shell worth $19.1M as of Q2 2026.
  • Americana Partners bought 541 Shell shares in Q2 2026, an estimated $46.7K.
  • Shell made up 0.43% of Americana Partners's portfolio in Q2 2026, its #56 holding.
  • Americana Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Americana Partners's Shell position peaked at $22.9M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.