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Dunhill Financial’s Shell SHEL Stock Holding History

Dunhill Financial’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
3,115
+2
+0.1% +$173 0.05% 139
2026
Q1 		$290K Buy
3,113
+119
+4% +$9.62K 0.07% 115
2025
Q4 		$220K Hold
2,994
– – 0.05% 128
2025
Q3 		$214K Buy
2,994
+2,519
+530% +$181K 0.06% 131
2025
Q2 		$33.4K Buy
+475
New +$31.8K 0.01% 276

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

Dunhill Financial's SHEL Position: Q2 2026 in Review

Dunhill Financial increased its Shell (SHEL) stake by 0.06% in Q2 2026, buying an estimated $173 and bringing the position to 3,115 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #139.

Dunhill Financial first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $290K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Dunhill Financial held 3,115 shares of Shell worth $242K as of Q2 2026.
  • Dunhill Financial bought 2 Shell shares in Q2 2026, an estimated $173.
  • Shell made up 0.05% of Dunhill Financial's portfolio in Q2 2026, its #139 holding.
  • Dunhill Financial first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • Dunhill Financial's Shell position peaked at $290K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.