Cornerstone Select Advisors’s Shell SHEL Stock Holding History

Cornerstone Select Advisors’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	$2.25M	Buy	28,955 +1,146	+4%	+$98.9K	0.94%	35
2026 Q1	$2.59M	Sell	27,809 -304	-1%	-$24.6K	1.62%	17
2025 Q4	$2.07M	Sell	28,113 -734	-3%	-$54.1K	1.43%	21
2025 Q3	$2.06M	Buy	28,847 +113	+0.4%	+$8.14K	1.52%	22
2025 Q2	$2.02M	Sell	28,734 -1,485	-5%	-$99.5K	1.78%	14
2025 Q1	$2.21M	Sell	30,219 -188	-0.6%	-$12.7K	2.1%	11
2024 Q4	$1.91M	Buy	+30,407	New	+$1.99M	1.84%	11

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

Cornerstone Select Advisors's SHEL Position: Q2 2026 in Review

Cornerstone Select Advisors increased its Shell (SHEL) stake by 4.1% in Q2 2026, buying an estimated $98.9K and bringing the position to 28,955 shares worth $2.25M. The position accounts for 0.94% of the portfolio, ranked #35.

Cornerstone Select Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cornerstone Select Advisors held 28,955 shares of Shell worth $2.25M as of Q2 2026.
Cornerstone Select Advisors bought 1,146 Shell shares in Q2 2026, an estimated $98.9K.
Shell made up 0.94% of Cornerstone Select Advisors's portfolio in Q2 2026, its #35 holding.
Cornerstone Select Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Cornerstone Select Advisors's Shell position peaked at $2.59M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cornerstone Select Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.