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Belpointe Asset Management’s Shell SHEL Stock Holding History

Belpointe Asset Management’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 		$584K Buy
7,536
+2,833
+60% +$245K 0.02% 668
2026
Q1 		$437K Buy
4,703
+1,569
+50% +$127K 0.02% 735
2025
Q4 		$230K Sell
3,134
-117
-4% -$8.62K 0.01% 922
2025
Q3 		$233K Hold
3,251
– – 0.01% 879
2025
Q2 		$229K Sell
3,251
-210
-6% -$14.1K 0.01% 835
2025
Q1 		$254K Buy
3,461
+500
+17% +$33.7K 0.01% 777
2024
Q4 		$212K Sell
2,961
-163
-5% -$10.7K 0.01% 789
2024
Q3 		$206K Buy
+3,124
New +$221K 0.01% 799
2023
Q2 		– Sell
-7,754
Closed -$446K – 2890
2023
Q1 		$446K Buy
7,754
+686
+10% +$40.4K 0.02% 603
2022
Q4 		$403K Buy
7,068
+3,196
+83% +$176K 0.02% 627
2022
Q3 		$193K Sell
3,872
-36
-0.9% -$1.85K 0.01% 855
2022
Q2 		$204K Buy
3,908
+934
+31% +$52.5K 0.01% 817
2022
Q1 		$164K Buy
+2,974
New +$158K 0.01% 989

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Belpointe Asset Management's SHEL Position: Q2 2026 in Review

Belpointe Asset Management increased its Shell (SHEL) stake by 60% in Q2 2026, buying an estimated $245K and bringing the position to 7,536 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #668.

Belpointe Asset Management first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Belpointe Asset Management held 7,536 shares of Shell worth $584K as of Q2 2026.
  • Belpointe Asset Management bought 2,833 Shell shares in Q2 2026, an estimated $245K.
  • Shell made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #668 holding.
  • Belpointe Asset Management first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.