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Bank OZK’s Shell SHEL Stock Holding History

Bank OZK’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 		$2.46M Buy
31,749
+3,416
+12% +$295K 0.73% 46
2026
Q1 		$2.63M Buy
28,333
+2,302
+9% +$186K 0.93% 39
2025
Q4 		$1.91M Buy
26,031
+497
+2% +$36.6K 0.68% 52
2025
Q3 		$1.83M Buy
25,534
+2,564
+11% +$185K 0.65% 58
2025
Q2 		$1.62M Buy
22,970
+1,234
+6% +$82.7K 0.62% 58
2025
Q1 		$1.59M Buy
21,736
+4,455
+26% +$300K 0.66% 58
2024
Q4 		$1.08M Buy
17,281
+2,222
+15% +$146K 0.45% 74
2024
Q3 		$993K Sell
15,059
-47
-0.3% -$3.33K 0.41% 80
2024
Q2 		$1.09M Buy
15,106
+3,278
+28% +$234K 0.47% 72
2024
Q1 		$793K Buy
11,828
+5,244
+80% +$336K 0.35% 87
2023
Q4 		$433K Buy
+6,584
New +$432K 0.21% 102

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

Bank OZK's SHEL Position: Q2 2026 in Review

Bank OZK increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $295K and bringing the position to 31,749 shares worth $2.46M. The position accounts for 0.73% of the portfolio, ranked #46.

Bank OZK first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bank OZK held 31,749 shares of Shell worth $2.46M as of Q2 2026.
  • Bank OZK bought 3,416 Shell shares in Q2 2026, an estimated $295K.
  • Shell made up 0.73% of Bank OZK's portfolio in Q2 2026, its #46 holding.
  • Bank OZK first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Bank OZK's Shell position peaked at $2.63M in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bank OZK's 13F filing for Q2 2026, filed 17 Aug 2026.