Bellevue Group’s Shell SHEL Stock Holding History

Bellevue Group’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	–	Sell	-7,844	Closed	-$729K	–	167
2026 Q1	$729K	Buy	+7,844	New	+$634K	0.02%	100

Other funds holding SHEL

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Bellevue Group's SHEL Position: Q2 2026 in Review

Bellevue Group sold out of Shell (SHEL) in Q2 2026, closing a stake of 7,844 shares — an estimated $729K sold.

Bellevue Group first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $729K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bellevue Group reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Bellevue Group sold 7,844 Shell shares in Q2 2026, an estimated $729K.
Bellevue Group first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Bellevue Group's Shell position peaked at $729K in Q1 2026.
1,415 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.