FAL
SHEL icon

Focused Alpha LLC’s Shell SHEL Stock Holding History

Focused Alpha LLC’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 		$523K Sell
6,742
-694
-9% -$59.9K 0.13% 146
2026
Q1 		$692K Buy
7,436
+2
+0% +$162 0.21% 100
2025
Q4 		$546K Buy
+7,434
New +$548K 0.16% 134

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

Focused Alpha LLC's SHEL Position: Q2 2026 in Review

Focused Alpha LLC reduced its Shell (SHEL) stake by 9.3% in Q2 2026, selling an estimated $59.9K and leaving 6,742 shares worth $523K. The position accounts for 0.13% of the portfolio, ranked #146.

Focused Alpha LLC first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $692K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Focused Alpha LLC held 6,742 shares of Shell worth $523K as of Q2 2026.
  • Focused Alpha LLC sold 694 Shell shares in Q2 2026, an estimated $59.9K.
  • Shell made up 0.13% of Focused Alpha LLC's portfolio in Q2 2026, its #146 holding.
  • Focused Alpha LLC first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Focused Alpha LLC's Shell position peaked at $692K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.