Benjamin Edwards Inc’s Shell SHEL Stock Holding History

Benjamin Edwards Inc’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	$1.85M	Buy	23,859 +1,894	+9%	+$163K	0.02%	597
2026 Q1	$2.04M	Buy	21,965 +4,551	+26%	+$368K	0.02%	541
2025 Q4	$1.28M	Buy	17,414 +3,231	+23%	+$238K	0.01%	629
2025 Q3	$1.01M	Sell	14,183 -3,154	-18%	-$227K	0.01%	682
2025 Q2	$1.22M	Buy	17,337 +6,359	+58%	+$426K	0.02%	564
2025 Q1	$804K	Buy	10,978 +485	+5%	+$32.7K	0.01%	649
2024 Q4	$657K	Buy	10,493 +322	+3%	+$21.1K	0.01%	740
2024 Q3	$671K	Buy	+10,171	New	+$720K	0.01%	707

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

Benjamin Edwards Inc's SHEL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Shell (SHEL) stake by 8.6% in Q2 2026, buying an estimated $163K and bringing the position to 23,859 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #597.

Benjamin Edwards Inc first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Benjamin Edwards Inc held 23,859 shares of Shell worth $1.85M as of Q2 2026.
Benjamin Edwards Inc bought 1,894 Shell shares in Q2 2026, an estimated $163K.
Shell made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #597 holding.
Benjamin Edwards Inc first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Shell position peaked at $2.04M in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.