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Banyan Capital Management’s Shell SHEL Stock Holding History

Banyan Capital Management’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 		$395K Hold
5,100
– – 0.17% 49
2026
Q1 		$474K Hold
5,100
– – 0.2% 45
2025
Q4 		$375K Hold
5,100
– – 0.16% 44
2025
Q3 		$365K Buy
+5,100
New +$367K 0.17% 44

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

Banyan Capital Management's SHEL Position: Q2 2026 in Review

Banyan Capital Management held its Shell (SHEL) position steady in Q2 2026 at 5,100 shares worth $395K. The position accounts for 0.17% of the portfolio, ranked #49.

Banyan Capital Management first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $474K in Q1 2026. 877 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Banyan Capital Management held 5,100 shares of Shell worth $395K as of Q2 2026.
  • Banyan Capital Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.17% of Banyan Capital Management's portfolio in Q2 2026, its #49 holding.
  • Banyan Capital Management first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Banyan Capital Management's Shell position peaked at $474K in Q1 2026.
  • 877 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.