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FORA Capital’s Shell SHEL Stock Holding History

FORA Capital’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 		$1.17M Buy
15,133
+8,700
+135% +$751K 0.08% 203
2026
Q1 		$598K Buy
+6,433
New +$520K 0.04% 290
2025
Q4 		– Sell
-11,897
Closed -$851K – 632
2025
Q3 		$851K Buy
+11,897
New +$857K 0.15% 191
2024
Q2 		– Sell
-6,959
Closed -$467K – 528
2024
Q1 		$467K Buy
+6,959
New +$446K 0.04% 338
2023
Q1 		– Sell
-4,988
Closed -$284K – 677
2022
Q4 		$284K Buy
+4,988
New +$275K 0.05% 380

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

FORA Capital's SHEL Position: Q2 2026 in Review

FORA Capital increased its Shell (SHEL) stake by 135% in Q2 2026, buying an estimated $751K and bringing the position to 15,133 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #203.

FORA Capital first reported a position in SHEL in Q4 2022 and has held it in 5 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • FORA Capital held 15,133 shares of Shell worth $1.17M as of Q2 2026.
  • FORA Capital bought 8,700 Shell shares in Q2 2026, an estimated $751K.
  • Shell made up 0.08% of FORA Capital's portfolio in Q2 2026, its #203 holding.
  • FORA Capital first reported a position in Shell in Q4 2022 and has held it in 5 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.