Golden State Equity Partners’s Shell SHEL Stock Holding History

Golden State Equity 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	–	Sell	-3,891	Closed	-$362K	–	1513
2026 Q1	$362K	Buy	3,891 +600	+18%	+$48.5K	0.03%	533
2025 Q4	$242K	Buy	3,291 +33	+1%	+$2.43K	0.04%	438
2025 Q3	$233K	Sell	3,258 -90	-3%	-$6.48K	0.04%	398
2025 Q2	$236K	Sell	3,348 -214	-6%	-$14.3K	0.04%	386
2025 Q1	$261K	Buy	3,562 +173	+5%	+$11.7K	0.05%	364
2024 Q4	$212K	Sell	3,389 -2,613	-44%	-$171K	0.04%	401
2024 Q3	$396K	Buy	6,002 +2,621	+78%	+$186K	0.06%	291
2024 Q2	$244K	Buy	+3,381	New	+$242K	0.05%	353
2023 Q4	$208K	Buy	3,166 +1	+0%	+$66	0.05%	338
2023 Q3	$204K	Buy	+3,165	New	+$197K	0.06%	311

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

Golden State Equity Partners's SHEL Position: Q2 2026 in Review

Golden State Equity Partners sold out of Shell (SHEL) in Q2 2026, closing a stake of 3,891 shares — an estimated $362K sold.

Golden State Equity Partners first reported a position in SHEL in Q3 2023 and held it in 10 quarters. The position peaked at $396K in Q3 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Golden State Equity Partners reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 3,891 Shell shares in Q2 2026, an estimated $362K.
Golden State Equity Partners first reported a position in Shell in Q3 2023 and held it in 10 quarters.
Golden State Equity Partners's Shell position peaked at $396K in Q3 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.