Brucke Financial
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Brucke Financial’s Shell SHEL Stock Holding History

Brucke Financial’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
Q3 		$393K Sell
4,132
-1,272
-24% -$115K 0.16% 96
2026
Q2 		$419K Buy
5,404
+404
+8% +$34.9K 0.19% 94
2026
Q1 		$465K Sell
5,000
-6,753
-57% -$546K 0.24% 86
2025
Q4 		$864K Buy
11,753
+233
+2% +$17.2K 0.47% 43
2025
Q3 		$863K Buy
11,520
+1,008
+10% +$72.6K 0.51% 39
2025
Q2 		$740K Buy
10,512
+52
+0.5% +$3.49K 0.51% 42
2025
Q1 		$674K Buy
10,460
+202
+2% +$13.6K 0.59% 44
2024
Q4 		$675K Buy
+10,258
New +$672K 0.58% 42

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Brucke Financial's SHEL Position: Q3 2026 in Review

Brucke Financial reduced its Shell (SHEL) stake by 24% in Q3 2026, selling an estimated $115K and leaving 4,132 shares worth $393K. The position accounts for 0.16% of the portfolio, ranked #96.

Brucke Financial first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $864K in Q4 2025. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Brucke Financial held 4,132 shares of Shell worth $393K as of Q3 2026.
  • Brucke Financial sold 1,272 Shell shares in Q3 2026, an estimated $115K.
  • Shell made up 0.16% of Brucke Financial's portfolio in Q3 2026, its #96 holding.
  • Brucke Financial first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
  • Brucke Financial's Shell position peaked at $864K in Q4 2025.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.