Bridges Investment Management’s Shell SHEL Stock Holding History

Bridges Investment 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	$403K	Hold	5,193	–	–	﹤0.01%	330
2026 Q1	$483K	Sell	5,193 -325	-6%	-$26.3K	0.01%	294
2025 Q4	$405K	Sell	5,518 -103	-2%	-$7.59K	0.01%	316
2025 Q3	$402K	Buy	5,621 +8	+0.1%	+$576	0.01%	319
2025 Q2	$395K	Hold	5,613	–	–	0.01%	316
2025 Q1	$411K	Buy	5,613 +95	+2%	+$6.4K	0.01%	299
2024 Q4	$346K	Hold	5,518	–	–	﹤0.01%	328
2024 Q3	$364K	Hold	5,518	–	–	0.01%	321
2024 Q2	$398K	Buy	5,518 +282	+5%	+$20.2K	0.01%	296
2024 Q1	$351K	Hold	5,236	–	–	0.01%	174
2023 Q4	$345K	Hold	5,236	–	–	0.01%	177
2023 Q3	$337K	Hold	5,236	–	–	0.01%	178
2023 Q2	$316K	Hold	5,236	–	–	0.01%	184
2023 Q1	$301K	Sell	5,236 -600	-10%	-$35.3K	0.01%	189
2022 Q4	$332K	Sell	5,836 -400	-6%	-$22.1K	0.01%	189
2022 Q3	$310K	Sell	6,236 -400	-6%	-$20.6K	0.01%	192
2022 Q2	$347K	Hold	6,636	–	–	0.01%	187
2022 Q1	$365K	Buy	+6,636	New	+$352K	0.01%	193

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

Bridges Investment Management's SHEL Position: Q2 2026 in Review

Bridges Investment Management held its Shell (SHEL) position steady in Q2 2026 at 5,193 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Bridges Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $483K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bridges Investment Management held 5,193 shares of Shell worth $403K as of Q2 2026.
Bridges Investment Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #330 holding.
Bridges Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Bridges Investment Management's Shell position peaked at $483K in Q1 2026.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.