Brighton Jones LLC’s Shell SHEL Stock Holding History

Brighton Jones 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	$856K	Buy	11,040 +893	+9%	+$77.1K	0.02%	566
2026 Q1	$944K	Buy	+10,147	New	+$820K	0.02%	471
2025 Q4	–	Sell	-10,026	Closed	-$717K	–	792
2025 Q3	$717K	Sell	10,026 -13	-0.1%	-$936	0.02%	505
2025 Q2	$707K	Buy	10,039 +3,422	+52%	+$229K	0.02%	419
2025 Q1	$485K	Sell	6,617 -846	-11%	-$57K	0.02%	397
2024 Q4	$468K	Buy	7,463 +2,545	+52%	+$167K	0.01%	415
2024 Q3	$324K	Sell	4,918 -2,115	-30%	-$150K	0.01%	407
2024 Q2	$508K	Buy	7,033 +215	+3%	+$15.4K	0.02%	345
2024 Q1	$457K	Buy	6,818 +1,946	+40%	+$125K	0.02%	366
2023 Q4	$321K	Buy	4,872 +670	+16%	+$44K	0.01%	428
2023 Q3	$271K	Buy	4,202 +315	+8%	+$19.6K	0.01%	424
2023 Q2	$235K	Buy	3,887 +186	+5%	+$11.2K	0.01%	464
2023 Q1	$213K	Sell	3,701 -1,016	-22%	-$59.8K	0.01%	460
2022 Q4	$269K	Buy	4,717 +467	+11%	+$25.7K	0.02%	363
2022 Q3	$211K	Buy	+4,250	New	+$219K	0.01%	407

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

Brighton Jones LLC's SHEL Position: Q2 2026 in Review

Brighton Jones LLC increased its Shell (SHEL) stake by 8.8% in Q2 2026, buying an estimated $77.1K and bringing the position to 11,040 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #566.

Brighton Jones LLC first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. The position peaked at $944K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Brighton Jones LLC held 11,040 shares of Shell worth $856K as of Q2 2026.
Brighton Jones LLC bought 893 Shell shares in Q2 2026, an estimated $77.1K.
Shell made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #566 holding.
Brighton Jones LLC first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
Brighton Jones LLC's Shell position peaked at $944K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.