Brookstone Capital Management’s Shell SHEL Stock Holding History

Brookstone Capital 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	$671K	Buy	8,656 +1,877	+28%	+$162K	0.01%	845
2026 Q1	$630K	Buy	6,779 +1,290	+24%	+$104K	0.01%	797
2025 Q4	$403K	Buy	5,489 +1,247	+29%	+$91.9K	﹤0.01%	901
2025 Q3	$303K	Buy	4,242 +164	+4%	+$11.8K	﹤0.01%	966
2025 Q2	$287K	Buy	4,078 +327	+9%	+$21.9K	﹤0.01%	911
2025 Q1	$275K	Sell	3,751 -630	-14%	-$42.4K	﹤0.01%	882
2024 Q4	$274K	Sell	4,381 -297	-6%	-$19.5K	﹤0.01%	858
2024 Q3	$309K	Sell	4,678 -6,429	-58%	-$455K	﹤0.01%	829
2024 Q2	$814K	Sell	11,107 -1,931	-15%	-$138K	0.01%	540
2024 Q1	$874K	Buy	13,038 +2,358	+22%	+$151K	0.02%	518
2023 Q4	$703K	Sell	10,680 -63	-0.6%	-$4.13K	0.01%	526
2023 Q3	$732K	Buy	10,743 +6,455	+151%	+$402K	0.02%	494
2023 Q2	$256K	Sell	4,288 -965	-18%	-$57.9K	0.01%	736
2023 Q1	$323K	Sell	5,253 -1,798	-25%	-$106K	0.01%	672
2022 Q4	$404K	Buy	7,051 +1,585	+29%	+$87.4K	0.01%	628
2022 Q3	$275K	Buy	5,466 +880	+19%	+$45.3K	0.01%	684
2022 Q2	$225K	Buy	+4,586	New	+$258K	0.01%	703

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

Brookstone Capital Management's SHEL Position: Q2 2026 in Review

Brookstone Capital Management increased its Shell (SHEL) stake by 28% in Q2 2026, buying an estimated $162K and bringing the position to 8,656 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #845.

Brookstone Capital Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $874K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Brookstone Capital Management held 8,656 shares of Shell worth $671K as of Q2 2026.
Brookstone Capital Management bought 1,877 Shell shares in Q2 2026, an estimated $162K.
Shell made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #845 holding.
Brookstone Capital Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Brookstone Capital Management's Shell position peaked at $874K in Q1 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.