Berkshire Asset Management’s Shell SHEL Stock Holding History

Berkshire 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	$262K	Buy	3,383 +62	+2%	+$5.35K	0.01%	237
2026 Q1	$309K	Hold	3,321	–	–	0.01%	211
2025 Q4	$244K	Sell	3,321 -9	-0.3%	-$663	0.01%	242
2025 Q3	$238K	Sell	3,330 -53	-2%	-$3.82K	0.01%	265
2025 Q2	$238K	Buy	3,383 +44	+1%	+$2.95K	0.01%	255
2025 Q1	$217K	Sell	3,339 -625	-16%	-$42.1K	0.01%	266
2024 Q4	$259K	Sell	3,964 -2,214	-36%	-$145K	0.01%	251
2024 Q3	$446K	Hold	6,178	–	–	0.02%	196
2024 Q2	$446K	Buy	6,178 +450	+8%	+$32.2K	0.02%	197
2024 Q1	$384K	Sell	5,728 -421	-7%	-$27K	0.02%	184
2023 Q4	$405K	Sell	6,149 -76	-1%	-$4.99K	0.02%	171
2023 Q3	$401K	Sell	6,225 -893	-13%	-$55.6K	0.03%	163
2023 Q2	$430K	Sell	7,118 -60	-0.8%	-$3.6K	0.03%	157
2023 Q1	$413K	Buy	+7,178	New	+$422K	0.03%	154
2022 Q4	–	Sell	-7,328	Closed	-$365K	–	201
2022 Q3	$365K	Sell	7,328 -25	-0.3%	-$1.29K	0.03%	154
2022 Q2	$384K	Sell	7,353 -50	-0.7%	-$2.81K	0.03%	162
2022 Q1	$407K	Buy	+7,403	New	+$393K	0.03%	149

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

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

Berkshire Asset Management increased its Shell (SHEL) stake by 1.9% in Q2 2026, buying an estimated $5.35K and bringing the position to 3,383 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #237.

Berkshire Asset Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $446K in Q3 2024. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Berkshire Asset Management held 3,383 shares of Shell worth $262K as of Q2 2026.
Berkshire Asset Management bought 62 Shell shares in Q2 2026, an estimated $5.35K.
Shell made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #237 holding.
Berkshire Asset Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Berkshire Asset Management's Shell position peaked at $446K in Q3 2024.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.