Bare Financial Services’s Shell SHEL Stock Holding History

Bare Financial Services’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	$15K	Buy	193 +91	+89%	+$7.86K	﹤0.01%	409
2026 Q1	$9.49K	Hold	102	–	–	﹤0.01%	375
2025 Q4	$7.5K	Sell	102 -15	-13%	-$1.1K	﹤0.01%	357
2025 Q3	$8.37K	Buy	117 +15	+15%	+$1.08K	﹤0.01%	290
2025 Q2	$7.18K	Buy	102 +75	+278%	+$5.03K	﹤0.01%	290
2025 Q1	$1.98K	Buy	+27	New	+$1.82K	﹤0.01%	273

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

Bare Financial Services's SHEL Position: Q2 2026 in Review

Bare Financial Services increased its Shell (SHEL) stake by 89% in Q2 2026, buying an estimated $7.86K and bringing the position to 193 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Bare Financial Services first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bare Financial Services held 193 shares of Shell worth $15K as of Q2 2026.
Bare Financial Services bought 91 Shell shares in Q2 2026, an estimated $7.86K.
Shell made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #409 holding.
Bare Financial Services first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.