Bruce G. Allen Investments’s Shell SHEL Stock Holding History

Bruce G. Allen 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	$619K	Sell	7,978 -5	-0.1%	-$432	0.39%	32
2026 Q1	$742K	Buy	7,983 +69	+0.9%	+$5.58K	0.49%	23
2025 Q4	$582K	Sell	7,914 -15	-0.2%	-$1.1K	0.39%	28
2025 Q3	$567K	Sell	7,929 -4	-0.1%	-$288	0.41%	29
2025 Q2	$559K	Buy	7,933 +177	+2%	+$11.9K	0.42%	27
2025 Q1	$568K	Sell	7,756 -65	-0.8%	-$4.38K	0.45%	28
2024 Q4	$490K	Buy	7,821 +134	+2%	+$8.78K	0.4%	35
2024 Q3	$507K	Sell	7,687 -96	-1%	-$6.8K	0.39%	38
2024 Q2	$562K	Buy	7,783 +13	+0.2%	+$929	0.47%	31
2024 Q1	$521K	Buy	7,770 +7	+0.1%	+$449	0.43%	33
2023 Q4	$511K	Buy	+7,763	New	+$509K	0.47%	30

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

Bruce G. Allen Investments's SHEL Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Shell (SHEL) stake by 0.06% in Q2 2026, selling an estimated $432 and leaving 7,978 shares worth $619K. The position accounts for 0.39% of the portfolio, ranked #32.

Bruce G. Allen Investments first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $742K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bruce G. Allen Investments held 7,978 shares of Shell worth $619K as of Q2 2026.
Bruce G. Allen Investments sold 5 Shell shares in Q2 2026, an estimated $432.
Shell made up 0.39% of Bruce G. Allen Investments's portfolio in Q2 2026, its #32 holding.
Bruce G. Allen Investments first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Shell position peaked at $742K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.