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BFSG LLC’s Shell SHEL Stock Holding History

BFSG LLC’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 		$126K Buy
1,619
+139
+9% +$12K 0.01% 341
2026
Q1 		$138K Hold
1,480
– – 0.01% 324
2025
Q4 		$109K Buy
1,480
+27
+2% +$1.99K 0.01% 332
2025
Q3 		$104K Hold
1,453
– – 0.01% 338
2025
Q2 		$102K Buy
1,453
+18
+1% +$1.21K 0.01% 320
2025
Q1 		$105K Sell
1,435
-60
-4% -$4.04K 0.01% 306
2024
Q4 		$93.7K Buy
1,495
+34
+2% +$2.23K 0.01% 320
2024
Q3 		$96.4K Buy
1,461
+22
+2% +$1.56K 0.01% 331
2024
Q2 		$104K Sell
1,439
-50
-3% -$3.57K 0.01% 299
2024
Q1 		$99.8K Buy
1,489
+39
+3% +$2.5K 0.01% 310
2023
Q4 		$95.4K Buy
+1,450
New +$95.2K 0.01% 303

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

BFSG LLC's SHEL Position: Q2 2026 in Review

BFSG LLC increased its Shell (SHEL) stake by 9.4% in Q2 2026, buying an estimated $12K and bringing the position to 1,619 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #341.

BFSG LLC first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $138K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • BFSG LLC held 1,619 shares of Shell worth $126K as of Q2 2026.
  • BFSG LLC bought 139 Shell shares in Q2 2026, an estimated $12K.
  • Shell made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #341 holding.
  • BFSG LLC first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Shell position peaked at $138K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.