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Brinker Capital Investments’s Shell SHEL Stock Holding History

Brinker Capital Investments’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 		$7.08M Sell
91,288
-1,381
-1% -$119K 0.05% 307
2026
Q1 		$8.62M Buy
92,669
+13,712
+17% +$1.11M 0.07% 231
2025
Q4 		$5.8M Buy
78,957
+599
+0.8% +$44.1K 0.04% 381
2025
Q3 		$5.6M Buy
78,358
+4,652
+6% +$335K 0.04% 390
2025
Q2 		$5.19M Buy
73,706
+3,793
+5% +$254K 0.04% 376
2025
Q1 		$5.12M Buy
69,913
+6,907
+11% +$465K 0.05% 343
2024
Q4 		$3.95M Buy
63,006
+2
+0% +$131 0.04% 398
2024
Q3 		$4.16M Buy
63,004
+4,074
+7% +$289K 0.04% 394
2024
Q2 		$4.25M Buy
58,930
+22
+0% +$1.57K 0.04% 353
2024
Q1 		$3.95M Buy
58,908
+2,977
+5% +$191K 0.04% 382
2023
Q4 		$3.61M Sell
55,931
-22,042
-28% -$1.45M 0.04% 388
2023
Q3 		$5.02M Buy
77,973
+16,912
+28% +$1.05M 0.06% 297
2023
Q2 		$3.69M Sell
61,061
-706
-1% -$42.4K 0.04% 409
2023
Q1 		$3.55M Buy
61,767
+6,007
+11% +$353K 0.04% 361
2022
Q4 		$3.18M Sell
55,760
-7,781
-12% -$429K 0.06% 304
2022
Q3 		$3.16M Sell
63,541
-1,117
-2% -$57.6K 0.07% 288
2022
Q2 		$3.38M Sell
64,658
-2,753
-4% -$155K 0.06% 288
2022
Q1 		$3.7M Buy
+67,411
New +$3.58M 0.06% 318

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

Brinker Capital Investments's SHEL Position: Q2 2026 in Review

Brinker Capital Investments reduced its Shell (SHEL) stake by 1.5% in Q2 2026, selling an estimated $119K and leaving 91,288 shares worth $7.08M. The position accounts for 0.05% of the portfolio, ranked #307.

Brinker Capital Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.62M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Brinker Capital Investments held 91,288 shares of Shell worth $7.08M as of Q2 2026.
  • Brinker Capital Investments sold 1,381 Shell shares in Q2 2026, an estimated $119K.
  • Shell made up 0.05% of Brinker Capital Investments's portfolio in Q2 2026, its #307 holding.
  • Brinker Capital Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Brinker Capital Investments's Shell position peaked at $8.62M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.