BIP Wealth’s Shell SHEL Stock Holding History

BIP Wealth’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	$298K	Buy	3,841 +941	+32%	+$81.2K	0.01%	471
2026 Q1	$270K	Buy	+2,900	New	+$234K	0.01%	395

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

BIP Wealth's SHEL Position: Q2 2026 in Review

BIP Wealth increased its Shell (SHEL) stake by 32% in Q2 2026, buying an estimated $81.2K and bringing the position to 3,841 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #471.

BIP Wealth first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

BIP Wealth held 3,841 shares of Shell worth $298K as of Q2 2026.
BIP Wealth bought 941 Shell shares in Q2 2026, an estimated $81.2K.
Shell made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #471 holding.
BIP Wealth first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.