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Global Retirement Partners’s Shell SHEL Stock Holding History

Global Retirement 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 		$1.81M Buy
+23,297
New +$2.01M 0.03% 527
2025
Q4 		$1.73M Buy
23,542
+12,639
+116% +$931K 0.03% 472
2025
Q3 		$780K Buy
10,903
+1,244
+13% +$89.6K 0.02% 615
2025
Q2 		$680K Buy
+9,659
New +$647K 0.02% 616
2024
Q4 		$446K Sell
7,125
-383
-5% -$25.1K 0.01% 672
2024
Q3 		$495K Sell
7,508
-2,436
-24% -$173K 0.02% 632
2024
Q2 		$718K Buy
9,944
+5,008
+101% +$358K 0.02% 510
2024
Q1 		$331K Buy
4,936
+1,404
+40% +$90K 0.01% 627
2023
Q4 		$218K Sell
3,532
-818
-19% -$53.7K 0.01% 728
2023
Q3 		$270K Buy
4,350
+71
+2% +$4.42K 0.01% 576
2023
Q2 		$258K Sell
4,279
-1
-0% -$60 0.01% 607
2023
Q1 		$250K Buy
4,280
+897
+27% +$52.8K 0.01% 590
2022
Q4 		$193K Sell
3,383
-505
-13% -$27.8K 0.01% 601
2022
Q3 		$216K Sell
3,888
-35
-0.9% -$1.8K 0.02% 546
2022
Q2 		$205K Buy
3,923
+70
+2% +$3.93K 0.02% 547
2022
Q1 		$231K Buy
+3,853
New +$205K 0.02% 521

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

Global Retirement Partners's SHEL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Shell (SHEL) in Q2 2026: 23,297 shares worth $1.81M. The stake represents 0.03% of the portfolio and ranks #527 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SHEL as recently as Q4 2025.

Global Retirement Partners first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Global Retirement Partners held 23,297 shares of Shell worth $1.81M as of Q2 2026.
  • Shell was a new Global Retirement Partners position in Q2 2026.
  • Shell made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #527 holding.
  • Global Retirement Partners first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.