Bryn Mawr Capital Management’s Shell SHEL Stock Holding History

Bryn Mawr 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	$733K	Buy	9,454 +50	+0.5%	+$4.32K	0.03%	242
2026 Q1	$875K	Buy	9,404 +132	+1%	+$10.7K	0.04%	221
2025 Q4	$681K	Buy	9,272 +905	+11%	+$66.7K	0.03%	241
2025 Q3	$598K	Hold	8,367	–	–	0.03%	249
2025 Q2	$589K	Buy	8,367 +2,467	+42%	+$165K	0.03%	247
2025 Q1	$432K	Hold	5,900	–	–	0.03%	272
2024 Q4	$370K	Buy	5,900 +200	+4%	+$13.1K	0.02%	319
2024 Q3	$376K	Hold	5,700	–	–	0.02%	322
2024 Q2	$406K	Hold	5,700	–	–	0.02%	303
2024 Q1	$382K	Hold	5,700	–	–	0.02%	315
2023 Q4	$375K	Sell	5,700 -2,400	-30%	-$157K	0.02%	307
2023 Q3	$521K	Buy	+8,100	New	+$504K	0.03%	271

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

Bryn Mawr Capital Management's SHEL Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its Shell (SHEL) stake by 0.53% in Q2 2026, buying an estimated $4.32K and bringing the position to 9,454 shares worth $733K. The position accounts for 0.03% of the portfolio, ranked #242.

Bryn Mawr Capital Management first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $875K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bryn Mawr Capital Management held 9,454 shares of Shell worth $733K as of Q2 2026.
Bryn Mawr Capital Management bought 50 Shell shares in Q2 2026, an estimated $4.32K.
Shell made up 0.03% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #242 holding.
Bryn Mawr Capital Management first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Bryn Mawr Capital Management's Shell position peaked at $875K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.