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Bragg Financial Advisors’s Shell SHEL Stock Holding History

Bragg Financial Advisors’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 		$10.8M Buy
139,235
+4,310
+3% +$372K 0.29% 104
2026
Q1 		$12.5M Buy
134,925
+3,545
+3% +$286K 0.4% 96
2025
Q4 		$9.65M Buy
131,380
+1,041
+0.8% +$76.7K 0.31% 106
2025
Q3 		$9.32M Sell
130,339
-3,269
-2% -$235K 0.31% 109
2025
Q2 		$9.41M Sell
133,608
-1,120
-0.8% -$75.1K 0.34% 106
2025
Q1 		$9.87M Buy
134,728
+1,798
+1% +$121K 0.41% 94
2024
Q4 		$8.33M Buy
132,930
+587
+0.4% +$38.5K 0.34% 107
2024
Q3 		$8.73M Sell
132,343
-860
-0.6% -$60.9K 0.36% 103
2024
Q2 		$9.61M Buy
133,203
+2,809
+2% +$201K 0.43% 94
2024
Q1 		$8.74M Buy
130,394
+44
+0% +$2.82K 0.39% 97
2023
Q4 		$8.58M Buy
130,350
+642
+0.5% +$42.1K 0.41% 95
2023
Q3 		$8.35M Buy
129,708
+1,981
+2% +$123K 0.44% 89
2023
Q2 		$7.71M Buy
127,727
+1,831
+1% +$110K 0.42% 92
2023
Q1 		$7.24M Buy
125,896
+3,216
+3% +$189K 0.43% 92
2022
Q4 		$6.99M Buy
122,680
+7,785
+7% +$429K 0.42% 95
2022
Q3 		$5.72M Buy
114,895
+8,341
+8% +$430K 0.39% 101
2022
Q2 		$5.57M Buy
106,554
+11,276
+12% +$634K 0.37% 103
2022
Q1 		$5.23M Buy
+95,278
New +$5.06M 0.31% 109

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

Bragg Financial Advisors's SHEL Position: Q2 2026 in Review

Bragg Financial Advisors increased its Shell (SHEL) stake by 3.2% in Q2 2026, buying an estimated $372K and bringing the position to 139,235 shares worth $10.8M. The position accounts for 0.29% of the portfolio, ranked #104.

Bragg Financial Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.5M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bragg Financial Advisors held 139,235 shares of Shell worth $10.8M as of Q2 2026.
  • Bragg Financial Advisors bought 4,310 Shell shares in Q2 2026, an estimated $372K.
  • Shell made up 0.29% of Bragg Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Bragg Financial Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Bragg Financial Advisors's Shell position peaked at $12.5M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.