Badgley Phelps Wealth Managers’s Shell SHEL Stock Holding History

Badgley Phelps Wealth Managers’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	–	Sell	-2,898	Closed	-$270K	–	342
2026 Q1	$270K	Sell	2,898 -881	-23%	-$71.2K	0.01%	293
2025 Q4	$278K	Buy	+3,779	New	+$278K	0.01%	288
2024 Q4	–	Sell	-3,518	Closed	-$232K	–	298
2024 Q3	$232K	Buy	3,518 +331	+10%	+$23.4K	0.01%	273
2024 Q2	$230K	Buy	+3,187	New	+$228K	0.01%	242
2023 Q2	–	Sell	-3,494	Closed	-$201K	–	236
2023 Q1	$201K	Buy	+3,494	New	+$206K	0.01%	200
2022 Q3	–	Sell	-3,984	Closed	-$208K	–	208
2022 Q2	$208K	Buy	+3,984	New	+$224K	0.01%	193

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

Badgley Phelps Wealth Managers's SHEL Position: Q2 2026 in Review

Badgley Phelps Wealth Managers sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,898 shares — an estimated $270K sold.

Badgley Phelps Wealth Managers first reported a position in SHEL in Q2 2022 and held it in 6 quarters. The position peaked at $278K in Q4 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Badgley Phelps Wealth Managers reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 2,898 Shell shares in Q2 2026, an estimated $270K.
Badgley Phelps Wealth Managers first reported a position in Shell in Q2 2022 and held it in 6 quarters.
Badgley Phelps Wealth Managers's Shell position peaked at $278K in Q4 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.