Foresight Global Investors’s Shell SHEL Stock Holding History

Foresight Global Investors’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	$7.5M	Buy	96,767 +362	+0.4%	+$31.2K	4.55%	11
2026 Q1	$8.97M	Sell	96,405 -67,455	-41%	-$5.45M	5.82%	7
2025 Q4	$12M	Hold	163,860	–	–	5.67%	9
2025 Q3	$11.7M	Sell	163,860 -5,130	-3%	-$369K	6.96%	8
2025 Q2	$11.9M	Buy	168,990 +555	+0.3%	+$37.2K	8.45%	7
2025 Q1	$12.3M	Buy	168,435 +58,241	+53%	+$3.92M	8.68%	6
2024 Q4	$6.9M	Buy	110,194 +2,000	+2%	+$131K	5.04%	7
2024 Q3	$7.14M	Buy	108,194 +87,800	+431%	+$6.22M	3.87%	7
2024 Q2	$1.47M	Buy	+20,394	New	+$1.46M	0.71%	19

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

Foresight Global Investors's SHEL Position: Q2 2026 in Review

Foresight Global Investors increased its Shell (SHEL) stake by 0.38% in Q2 2026, buying an estimated $31.2K and bringing the position to 96,767 shares worth $7.5M. The position accounts for 4.55% of the portfolio, ranked #11.

Foresight Global Investors first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.3M in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Foresight Global Investors held 96,767 shares of Shell worth $7.5M as of Q2 2026.
Foresight Global Investors bought 362 Shell shares in Q2 2026, an estimated $31.2K.
Shell made up 4.55% of Foresight Global Investors's portfolio in Q2 2026, its #11 holding.
Foresight Global Investors first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Foresight Global Investors's Shell position peaked at $12.3M in Q1 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Foresight Global Investors's 13F filing for Q2 2026, filed 11 Aug 2026.