Beacon Capital Management LLC (Tennessee)’s Shell SHEL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$516K	Sell	6,659 -6	-0.1%	-$518	0.08%	94
2026 Q1	$620K	Buy	6,665 +49	+0.7%	+$3.96K	0.11%	73
2025 Q4	$486K	Buy	6,616 +186	+3%	+$13.7K	0.08%	80
2025 Q3	$460K	Sell	6,430 -461	-7%	-$33.2K	0.07%	77
2025 Q2	$485K	Buy	6,891 +60	+0.9%	+$4.02K	0.07%	67
2025 Q1	$501K	Sell	6,831 -45	-0.7%	-$3.03K	0.07%	60
2024 Q4	$431K	Buy	6,876 +61	+0.9%	+$4K	0.06%	72
2024 Q3	$449K	Buy	6,815 +660	+11%	+$46.7K	0.06%	63
2024 Q2	$444K	Hold	6,155	–	–	0.08%	54
2024 Q1	$413K	Buy	6,155 +44	+0.7%	+$2.82K	0.08%	57
2023 Q4	$393K	Sell	6,111 -44	-0.7%	-$2.89K	0.11%	48
2023 Q3	$372K	Hold	6,155	–	–	0.1%	53
2023 Q2	$372K	Hold	6,155	–	–	0.1%	53
2023 Q1	$354K	Hold	6,155	–	–	0.1%	55
2022 Q4	$351K	Sell	6,155 -229	-4%	-$12.6K	0.12%	56
2022 Q3	$334K	Sell	6,384 -278	-4%	-$14.3K	0.11%	59
2022 Q2	$366K	Hold	6,662	–	–	0.09%	60
2022 Q1	$366K	Buy	+6,662	New	+$354K	0.09%	61

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

Beacon Capital Management LLC (Tennessee)'s SHEL Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Shell (SHEL) stake by 0.09% in Q2 2026, selling an estimated $518 and leaving 6,659 shares worth $516K. The position accounts for 0.08% of the portfolio, ranked #94.

Beacon Capital Management LLC (Tennessee) first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $620K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 6,659 shares of Shell worth $516K as of Q2 2026.
Beacon Capital Management LLC (Tennessee) sold 6 Shell shares in Q2 2026, an estimated $518.
Shell made up 0.08% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #94 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Beacon Capital Management LLC (Tennessee)'s Shell position peaked at $620K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.