Cypress Capital Group’s Shell SHEL Stock Holding History

Cypress Capital Group’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	$242K	Buy	3,121 +582	+23%	+$50.2K	0.02%	281
2026 Q1	$236K	Buy	+2,539	New	+$205K	0.03%	231
2025 Q4	–	Sell	-3,442	Closed	-$246K	–	241
2025 Q3	$246K	Buy	3,442 +42	+1%	+$3.02K	0.03%	205
2025 Q2	$239K	Buy	3,400 +500	+17%	+$33.5K	0.03%	206
2025 Q1	$213K	Buy	+2,900	New	+$195K	0.03%	197
2024 Q4	–	Sell	-3,311	Closed	-$218K	–	300
2024 Q3	$218K	Buy	+3,311	New	+$235K	0.02%	298

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

Cypress Capital Group's SHEL Position: Q2 2026 in Review

Cypress Capital Group increased its Shell (SHEL) stake by 23% in Q2 2026, buying an estimated $50.2K and bringing the position to 3,121 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #281.

Cypress Capital Group first reported a position in SHEL in Q3 2024 and has held it in 6 quarters since. The position peaked at $246K in Q3 2025. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cypress Capital Group held 3,121 shares of Shell worth $242K as of Q2 2026.
Cypress Capital Group bought 582 Shell shares in Q2 2026, an estimated $50.2K.
Shell made up 0.02% of Cypress Capital Group's portfolio in Q2 2026, its #281 holding.
Cypress Capital Group first reported a position in Shell in Q3 2024 and has held it in 6 quarters since.
Cypress Capital Group's Shell position peaked at $246K in Q3 2025.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.