Councilmark Asset Management’s Shell SHEL Stock Holding History

Councilmark Asset 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	$573K	Buy	7,390 +35	+0.5%	+$3.02K	0.3%	53
2026 Q1	$684K	Hold	7,355	–	–	0.39%	46
2025 Q4	$540K	Sell	7,355 -420	-5%	-$30.9K	0.3%	55
2025 Q3	$556K	Hold	7,775	–	–	0.32%	55
2025 Q2	$547K	Hold	7,775	–	–	0.35%	57
2025 Q1	$570K	Hold	7,775	–	–	0.38%	53
2024 Q4	$487K	Buy	7,775 +50	+0.6%	+$3.28K	0.33%	55
2024 Q3	$509K	Hold	7,725	–	–	0.34%	55
2024 Q2	$558K	Hold	7,725	–	–	0.4%	53
2024 Q1	$518K	Buy	+7,725	New	+$495K	0.37%	54

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

Councilmark Asset Management's SHEL Position: Q2 2026 in Review

Councilmark Asset Management increased its Shell (SHEL) stake by 0.48% in Q2 2026, buying an estimated $3.02K and bringing the position to 7,390 shares worth $573K. The position accounts for 0.3% of the portfolio, ranked #53.

Councilmark Asset Management first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $684K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Councilmark Asset Management held 7,390 shares of Shell worth $573K as of Q2 2026.
Councilmark Asset Management bought 35 Shell shares in Q2 2026, an estimated $3.02K.
Shell made up 0.3% of Councilmark Asset Management's portfolio in Q2 2026, its #53 holding.
Councilmark Asset Management first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Councilmark Asset Management's Shell position peaked at $684K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.