Broyhill Asset Management’s Shell SHEL Stock Holding History

Broyhill 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	$523K	Hold	6,740	–	–	0.46%	49
2026 Q1	$627K	Buy	6,740 +2,000	+42%	+$162K	0.58%	41
2025 Q4	$348K	Hold	4,740	–	–	0.31%	60
2025 Q3	$339K	Hold	4,740	–	–	0.3%	65
2025 Q2	$334K	Hold	4,740	–	–	0.3%	61
2025 Q1	$347K	Buy	4,740 +500	+12%	+$33.7K	0.28%	61
2024 Q4	$266K	Buy	+4,240	New	+$278K	0.23%	61

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

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

Broyhill Asset Management held its Shell (SHEL) position steady in Q2 2026 at 6,740 shares worth $523K. The position accounts for 0.46% of the portfolio, ranked #49.

Broyhill Asset Management first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $627K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Broyhill Asset Management held 6,740 shares of Shell worth $523K as of Q2 2026.
Broyhill Asset Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.46% of Broyhill Asset Management's portfolio in Q2 2026, its #49 holding.
Broyhill Asset Management first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Broyhill Asset Management's Shell position peaked at $627K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.