Christopher Bloomstran’s Shell SHEL Stock Holding History

Christopher Bloomstran’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	$385K	Hold	4,968	–	–	0.04%	38
2026 Q1	$462K	Hold	4,968	–	–	0.06%	35
2025 Q4	$365K	Hold	4,968	–	–	0.04%	35
2025 Q3	$355K	Hold	4,968	–	–	0.04%	34
2025 Q2	$350K	Hold	4,968	–	–	0.05%	34
2025 Q1	$364K	Hold	4,968	–	–	0.06%	35
2024 Q4	$311K	Hold	4,968	–	–	0.06%	35
2024 Q3	$328K	Hold	4,968	–	–	0.06%	35
2024 Q2	$359K	Hold	4,968	–	–	0.06%	34
2024 Q1	$333K	Hold	4,968	–	–	0.06%	32
2023 Q4	$327K	Buy	4,968 +800	+19%	+$52.5K	0.07%	32
2023 Q3	$268K	Hold	4,168	–	–	0.06%	31
2023 Q2	$252K	Sell	4,168 -700	-14%	-$42K	0.06%	33
2023 Q1	$280K	Hold	4,868	–	–	0.07%	34
2022 Q4	$277K	Hold	4,868	–	–	0.08%	32
2022 Q3	$242K	Hold	4,868	–	–	0.07%	33
2022 Q2	$255K	Hold	4,868	–	–	0.08%	32
2022 Q1	$267K	Buy	+4,868	New	+$258K	0.07%	31

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

Christopher Bloomstran's SHEL Position: Q2 2026 in Review

Christopher Bloomstran held its Shell (SHEL) position steady in Q2 2026 at 4,968 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #38.

Christopher Bloomstran first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $462K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Christopher Bloomstran held 4,968 shares of Shell worth $385K as of Q2 2026.
Christopher Bloomstran left its Shell share count unchanged in Q2 2026.
Shell made up 0.04% of Christopher Bloomstran's portfolio in Q2 2026, its #38 holding.
Christopher Bloomstran first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Christopher Bloomstran's Shell position peaked at $462K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Semper Augustus Investments Group's 13F filing for Q2 2026, filed 14 Aug 2026.