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Denali Advisors’s Shell SHEL Stock Holding History

Denali 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 		$848K Buy
10,935
+182
+2% +$15.7K 0.09% 202
2026
Q1 		$1M Sell
10,753
-74
-0.7% -$5.98K 0.11% 175
2025
Q4 		$796K Buy
10,827
+137
+1% +$10.1K 0.09% 206
2025
Q3 		$765K Sell
10,690
-5,974
-36% -$430K 0.09% 190
2025
Q2 		$1.17M Sell
16,664
-247
-1% -$16.6K 0.12% 160
2025
Q1 		$1.24M Sell
16,911
-90
-0.5% -$6.06K 0.14% 155
2024
Q4 		$1.07M Buy
17,001
+182
+1% +$11.9K 0.11% 166
2024
Q3 		$1.11M Buy
+16,819
New +$1.19M 0.12% 163

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

Denali Advisors's SHEL Position: Q2 2026 in Review

Denali Advisors increased its Shell (SHEL) stake by 1.7% in Q2 2026, buying an estimated $15.7K and bringing the position to 10,935 shares worth $848K. The position accounts for 0.09% of the portfolio, ranked #202.

Denali Advisors first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Denali Advisors held 10,935 shares of Shell worth $848K as of Q2 2026.
  • Denali Advisors bought 182 Shell shares in Q2 2026, an estimated $15.7K.
  • Shell made up 0.09% of Denali Advisors's portfolio in Q2 2026, its #202 holding.
  • Denali Advisors first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
  • Denali Advisors's Shell position peaked at $1.24M in Q1 2025.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.