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Essential Partners’s Shell SHEL Stock Holding History

Essential Partners’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 		$11.5K Hold
148
– – 0.01% 1164
2026
Q1 		$13.8K Hold
148
– – ﹤0.01% 1088
2025
Q4 		$10.9K Sell
148
-75
-34% -$5.53K ﹤0.01% 1146
2025
Q3 		$16K Buy
+223
New +$16.1K 0.01% 978

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

Essential Partners's SHEL Position: Q2 2026 in Review

Essential Partners held its Shell (SHEL) position steady in Q2 2026 at 148 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #1164.

Essential Partners first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $16K in Q3 2025. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Essential Partners held 148 shares of Shell worth $11.5K as of Q2 2026.
  • Essential Partners left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1164 holding.
  • Essential Partners first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Shell position peaked at $16K in Q3 2025.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.