Burk Holdings’s Shell SHEL Stock Holding History

Burk Holdings’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	$5.35K	Hold	69	–	–	﹤0.01%	343
2026 Q1	$6.42K	Buy	+69	New	+$5.58K	﹤0.01%	317

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

Burk Holdings's SHEL Position: Q2 2026 in Review

Burk Holdings held its Shell (SHEL) position steady in Q2 2026 at 69 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Burk Holdings first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.42K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Burk Holdings held 69 shares of Shell worth $5.35K as of Q2 2026.
Burk Holdings left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #343 holding.
Burk Holdings first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Shell position peaked at $6.42K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.