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 Q2	$2.55M	Hold	32,890	–	–	0.12%	75
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 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

BBR Partners's SHEL Position: Q2 2026 in Review

BBR Partners held its Shell (SHEL) position steady in Q2 2026 at 32,890 shares worth $2.55M. The position accounts for 0.12% of the portfolio, ranked #75.

BBR Partners first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

BBR Partners held 32,890 shares of Shell worth $2.55M as of Q2 2026.
BBR Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.12% of BBR Partners's portfolio in Q2 2026, its #75 holding.
BBR Partners first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
BBR Partners's Shell position peaked at $3.06M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.