Greatmark Investment Partners’s Shell SHEL Stock Holding History

Greatmark Investment 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	$228K	Hold	2,943	–	–	0.03%	147
2026 Q1	$274K	Hold	2,943	–	–	0.03%	129
2025 Q4	$216K	Hold	2,943	–	–	0.03%	138
2025 Q3	$211K	Hold	2,943	–	–	0.03%	139
2025 Q2	$207K	Hold	2,943	–	–	0.03%	138
2025 Q1	$216K	Buy	+2,943	New	+$198K	0.03%	132
2022 Q2	–	Sell	-3,865	Closed	-$212K	–	135
2022 Q1	$212K	Buy	+3,865	New	+$205K	0.03%	130

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

Greatmark Investment Partners's SHEL Position: Q2 2026 in Review

Greatmark Investment Partners held its Shell (SHEL) position steady in Q2 2026 at 2,943 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #147.

Greatmark Investment Partners first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. The position peaked at $274K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Greatmark Investment Partners held 2,943 shares of Shell worth $228K as of Q2 2026.
Greatmark Investment Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Greatmark Investment Partners's portfolio in Q2 2026, its #147 holding.
Greatmark Investment Partners first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
Greatmark Investment Partners's Shell position peaked at $274K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.