Atlas Brown’s Shell SHEL Stock Holding History

Atlas Brown’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	$376K	Hold	4,848	–	–	0.1%	176
2026 Q1	$451K	Hold	4,848	–	–	0.14%	146
2025 Q4	$356K	Buy	4,848 +6	+0.1%	+$442	0.11%	164
2025 Q3	$346K	Hold	4,842	–	–	0.1%	168
2025 Q2	$341K	Hold	4,842	–	–	0.11%	169
2025 Q1	$355K	Hold	4,842	–	–	0.12%	158
2024 Q4	$303K	Hold	4,842	–	–	0.1%	166
2024 Q3	$319K	Hold	4,842	–	–	0.11%	163
2024 Q2	$349K	Hold	4,842	–	–	0.13%	153
2024 Q1	$325K	Hold	4,842	–	–	0.12%	154
2023 Q4	$319K	Hold	4,842	–	–	0.13%	139
2023 Q3	$312K	Hold	4,842	–	–	0.14%	136
2023 Q2	$292K	Hold	4,842	–	–	0.13%	144
2023 Q1	$279K	Hold	4,842	–	–	0.13%	147
2022 Q4	$276K	Hold	4,842	–	–	0.14%	146
2022 Q3	$241K	Buy	4,842 +53	+1%	+$2.73K	0.12%	150
2022 Q2	$250K	Hold	4,789	–	–	0.12%	151
2022 Q1	$263K	Buy	+4,789	New	+$254K	0.11%	158

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

Atlas Brown's SHEL Position: Q2 2026 in Review

Atlas Brown held its Shell (SHEL) position steady in Q2 2026 at 4,848 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #176.

Atlas Brown first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $451K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Atlas Brown held 4,848 shares of Shell worth $376K as of Q2 2026.
Atlas Brown left its Shell share count unchanged in Q2 2026.
Shell made up 0.1% of Atlas Brown's portfolio in Q2 2026, its #176 holding.
Atlas Brown first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Atlas Brown's Shell position peaked at $451K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.