Eight 31 Financial’s Shell SHEL Stock Holding History

Eight 31 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	$454K	Sell	5,855 -357	-6%	-$30.8K	0.27%	43
2026 Q1	$578K	Sell	6,212 -346	-5%	-$28K	0.35%	41
2025 Q4	$482K	Buy	6,558 +64	+1%	+$4.71K	0.26%	43
2025 Q3	$465K	Buy	6,494 +64	+1%	+$4.61K	0.26%	46
2025 Q2	$453K	Sell	6,430 -36	-0.6%	-$2.41K	0.3%	45
2025 Q1	$474K	Buy	6,466 +10	+0.2%	+$674	0.3%	46
2024 Q4	$404K	Buy	6,456 +68	+1%	+$4.46K	0.3%	46
2024 Q3	$421K	Sell	6,388 -90	-1%	-$6.37K	0.32%	44
2024 Q2	$468K	Sell	6,478 -1,897	-23%	-$136K	0.36%	42
2024 Q1	$561K	Buy	8,375 +1,348	+19%	+$86.4K	0.35%	58
2023 Q4	$462K	Buy	+7,027	New	+$461K	0.28%	64

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

Eight 31 Financial's SHEL Position: Q2 2026 in Review

Eight 31 Financial reduced its Shell (SHEL) stake by 5.7% in Q2 2026, selling an estimated $30.8K and leaving 5,855 shares worth $454K. The position accounts for 0.27% of the portfolio, ranked #43.

Eight 31 Financial first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $578K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Eight 31 Financial held 5,855 shares of Shell worth $454K as of Q2 2026.
Eight 31 Financial sold 357 Shell shares in Q2 2026, an estimated $30.8K.
Shell made up 0.27% of Eight 31 Financial's portfolio in Q2 2026, its #43 holding.
Eight 31 Financial first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Eight 31 Financial's Shell position peaked at $578K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.