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CenterBook Partners’s Shell SHEL Stock Holding History

CenterBook Partners’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 		– Sell
-5,354
Closed -$498K – 853
2026
Q1 		$498K Buy
+5,354
New +$433K 0.03% 486
2025
Q4 		– Sell
-7,592
Closed -$543K – 674
2025
Q3 		$543K Buy
+7,592
New +$547K 0.03% 459

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CenterBook Partners's SHEL Position: Q2 2026 in Review

CenterBook Partners sold out of Shell (SHEL) in Q2 2026, closing a stake of 5,354 shares — an estimated $498K sold.

CenterBook Partners first reported a position in SHEL in Q3 2025 and held it in 2 quarters. The position peaked at $543K in Q3 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • CenterBook Partners reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • CenterBook Partners sold 5,354 Shell shares in Q2 2026, an estimated $498K.
  • CenterBook Partners first reported a position in Shell in Q3 2025 and held it in 2 quarters.
  • CenterBook Partners's Shell position peaked at $543K in Q3 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.