Berkeley Capital Partners’s Shell SHEL Stock Holding History

Berkeley Capital Partners’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	$419K	Buy	5,406 +231	+4%	+$19.9K	0.09%	144
2026 Q1	$481K	Sell	5,175 -257	-5%	-$20.8K	0.11%	129
2025 Q4	$399K	Sell	5,432 -12	-0.2%	-$884	0.09%	146
2025 Q3	$389K	Buy	5,444 +2	+0%	+$144	0.09%	138
2025 Q2	$383K	Sell	5,442 -6	-0.1%	-$402	0.1%	133
2025 Q1	$399K	Hold	5,448	–	–	0.11%	125
2024 Q4	$341K	Sell	5,448 -596	-10%	-$39.1K	0.09%	145
2024 Q3	$399K	Hold	6,044	–	–	0.11%	132
2024 Q2	$436K	Sell	6,044 -400	-6%	-$28.6K	0.13%	118
2024 Q1	$432K	Buy	6,444 +925	+17%	+$59.3K	0.13%	123
2023 Q4	$363K	Sell	5,519 -38	-0.7%	-$2.49K	0.12%	129
2023 Q3	$358K	Sell	5,557 -162	-3%	-$10.1K	0.13%	114
2023 Q2	$345K	Sell	5,719 -189	-3%	-$11.3K	0.12%	115
2023 Q1	$340K	Sell	5,908 -239	-4%	-$14.1K	0.13%	109
2022 Q4	$350K	Buy	6,147 +2	+0%	+$110	0.14%	110
2022 Q3	$306K	Buy	6,145 +1	+0%	+$52	0.13%	106
2022 Q2	$321K	Buy	6,144 +383	+7%	+$21.5K	0.13%	109
2022 Q1	$316K	Buy	+5,761	New	+$306K	0.13%	118

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

Berkeley Capital Partners's SHEL Position: Q2 2026 in Review

Berkeley Capital Partners increased its Shell (SHEL) stake by 4.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 5,406 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #144.

Berkeley Capital Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $481K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Berkeley Capital Partners held 5,406 shares of Shell worth $419K as of Q2 2026.
Berkeley Capital Partners bought 231 Shell shares in Q2 2026, an estimated $19.9K.
Shell made up 0.09% of Berkeley Capital Partners's portfolio in Q2 2026, its #144 holding.
Berkeley Capital Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Berkeley Capital Partners's Shell position peaked at $481K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.