Brave Asset Management’s Shell SHEL Stock Holding History

Brave 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	–	Sell	-4,800	Closed	-$446K	–	164
2026 Q1	$446K	Hold	4,800	–	–	0.1%	91
2025 Q4	$353K	Hold	4,800	–	–	0.08%	105
2025 Q3	$343K	Hold	4,800	–	–	0.08%	109
2025 Q2	$338K	Hold	4,800	–	–	0.09%	102
2025 Q1	$352K	Hold	4,800	–	–	0.11%	90
2024 Q4	$301K	Hold	4,800	–	–	0.1%	98
2024 Q3	$317K	Hold	4,800	–	–	0.08%	103
2024 Q2	$346K	Hold	4,800	–	–	0.09%	89
2024 Q1	$322K	Hold	4,800	–	–	0.08%	96
2023 Q4	$316K	Hold	4,800	–	–	0.09%	98
2023 Q3	$309K	Hold	4,800	–	–	0.09%	93
2023 Q2	$290K	Hold	4,800	–	–	0.09%	95
2023 Q1	$276K	Hold	4,800	–	–	0.09%	98
2022 Q4	$273K	Hold	4,800	–	–	0.09%	99
2022 Q3	$239K	Hold	4,800	–	–	0.12%	100
2022 Q2	$251K	Hold	4,800	–	–	0.11%	105
2022 Q1	$264K	Buy	+4,800	New	+$255K	0.09%	117

Other funds holding SHEL

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Brave Asset Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 4,800 shares — an estimated $446K sold.

Brave Asset Management first reported a position in SHEL in Q1 2022 and held it in 17 quarters. The position peaked at $446K in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Brave Asset Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Brave Asset Management sold 4,800 Shell shares in Q2 2026, an estimated $446K.
Brave Asset Management first reported a position in Shell in Q1 2022 and held it in 17 quarters.
Brave Asset Management's Shell position peaked at $446K in Q1 2026.
676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.