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BBR Partners’s Shell SHEL Stock Holding History

BBR Partners’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
Q1 		$3.06M Hold
32,890
– – 0.17% 53
2025
Q4 		$2.42M Hold
32,890
– – 0.13% 71
2025
Q3 		$2.35M Hold
32,890
– – 0.14% 66
2025
Q2 		$2.32M Hold
32,890
– – 0.14% 68
2025
Q1 		$2.41M Hold
32,890
– – 0.17% 57
2024
Q4 		$2.06M Sell
32,890
-567
-2% -$37.2K 0.14% 62
2024
Q3 		$2.21M Hold
33,457
– – 0.17% 50
2024
Q2 		$2.41M Sell
33,457
-2,150
-6% -$154K 0.2% 49
2024
Q1 		$2.39M Buy
35,607
+1,741
+5% +$112K 0.19% 52
2023
Q4 		$2.23M Buy
33,866
+709
+2% +$46.5K 0.23% 46
2023
Q3 		$2.13M Buy
+33,157
New +$2.06M 0.24% 45

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BBR Partners's SHEL Position: Q1 2026 in Review

BBR Partners held its Shell (SHEL) position steady in Q1 2026 at 32,890 shares worth $3.06M. The position accounts for 0.17% of the portfolio, ranked #53.

BBR Partners first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • BBR Partners held 32,890 shares of Shell worth $3.06M as of Q1 2026.
  • BBR Partners left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.17% of BBR Partners's portfolio in Q1 2026, its #53 holding.
  • BBR Partners first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.