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Anchor Capital Advisors’s Shell SHEL Stock Holding History

Anchor Capital 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 		$18.3M Sell
235,851
-26,174
-10% -$2.26M 0.51% 68
2026
Q1 		$24.4M Buy
262,025
+652
+0.2% +$52.7K 0.69% 57
2025
Q4 		$19.2M Sell
261,373
-2,568
-1% -$189K 0.56% 62
2025
Q3 		$18.9M Sell
263,941
-3,913
-1% -$282K 0.55% 61
2025
Q2 		$18.9M Buy
267,854
+39
+0% +$2.61K 0.55% 63
2025
Q1 		$19.6M Sell
267,815
-9,545
-3% -$643K 0.59% 62
2024
Q4 		$17.4M Sell
277,360
-2,106
-0.8% -$138K 0.5% 72
2024
Q3 		$18.4M Sell
279,466
-3,306
-1% -$234K 0.49% 74
2024
Q2 		$20.4M Sell
282,772
-625
-0.2% -$44.7K 0.57% 63
2024
Q1 		$19M Sell
283,397
-33,989
-11% -$2.18M 0.5% 67
2023
Q4 		$20.9M Sell
317,386
-6,637
-2% -$436K 0.55% 59
2023
Q3 		$20.9M Buy
324,023
+78,153
+32% +$4.86M 0.58% 56
2023
Q2 		$14.8M Sell
245,870
-9,618
-4% -$577K 0.39% 79
2023
Q1 		$14.7M Buy
255,488
+783
+0.3% +$46.1K 0.39% 75
2022
Q4 		$14.5M Buy
254,705
+12,802
+5% +$706K 0.37% 84
2022
Q3 		$12M Sell
241,903
-61,170
-20% -$3.15M 0.33% 87
2022
Q2 		$15.8M Buy
303,073
+292,397
+2,739% +$16.4M 0.4% 85
2022
Q1 		$586K Buy
+10,676
New +$567K 0.01% 223

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

Anchor Capital Advisors's SHEL Position: Q2 2026 in Review

Anchor Capital Advisors reduced its Shell (SHEL) stake by 10% in Q2 2026, selling an estimated $2.26M and leaving 235,851 shares worth $18.3M. The position accounts for 0.51% of the portfolio, ranked #68.

Anchor Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $24.4M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Anchor Capital Advisors held 235,851 shares of Shell worth $18.3M as of Q2 2026.
  • Anchor Capital Advisors sold 26,174 Shell shares in Q2 2026, an estimated $2.26M.
  • Shell made up 0.51% of Anchor Capital Advisors's portfolio in Q2 2026, its #68 holding.
  • Anchor Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Anchor Capital Advisors's Shell position peaked at $24.4M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.