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Disciplined Investors’s Shell SHEL Stock Holding History

Disciplined Investors’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 		$202K Buy
2,600
+11
+0.4% +$950 0.1% 143
2026
Q1 		$241K Buy
+2,589
New +$209K 0.14% 120

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

Disciplined Investors's SHEL Position: Q2 2026 in Review

Disciplined Investors increased its Shell (SHEL) stake by 0.42% in Q2 2026, buying an estimated $950 and bringing the position to 2,600 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #143.

Disciplined Investors first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Disciplined Investors held 2,600 shares of Shell worth $202K as of Q2 2026.
  • Disciplined Investors bought 11 Shell shares in Q2 2026, an estimated $950.
  • Shell made up 0.1% of Disciplined Investors's portfolio in Q2 2026, its #143 holding.
  • Disciplined Investors first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Disciplined Investors's Shell position peaked at $241K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.