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Berger Financial Group’s Shell SHEL Stock Holding History

Berger Financial 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 		$276K Buy
3,566
+48
+1% +$4.14K 0.01% 391
2026
Q1 		$327K Sell
3,518
-1
-0% -$81 0.02% 359
2025
Q4 		$259K Buy
3,519
+1
+0% +$74 0.02% 406
2025
Q3 		$252K Sell
3,518
-261
-7% -$18.8K 0.02% 385
2025
Q2 		$266K Buy
3,779
+3
+0.1% +$201 0.02% 356
2025
Q1 		$277K Buy
3,776
+3
+0.1% +$202 0.02% 345
2024
Q4 		$236K Buy
+3,773
New +$247K 0.02% 368

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Berger Financial Group's SHEL Position: Q2 2026 in Review

Berger Financial Group increased its Shell (SHEL) stake by 1.4% in Q2 2026, buying an estimated $4.14K and bringing the position to 3,566 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #391.

Berger Financial Group first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $327K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Berger Financial Group held 3,566 shares of Shell worth $276K as of Q2 2026.
  • Berger Financial Group bought 48 Shell shares in Q2 2026, an estimated $4.14K.
  • Shell made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #391 holding.
  • Berger Financial Group first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Berger Financial Group's Shell position peaked at $327K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.