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Gryphon Financial Partners’s Shell SHEL Stock Holding History

Gryphon Financial 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 		$429K Sell
5,529
-1,133
-17% -$97.8K 0.04% 258
2026
Q1 		$620K Sell
6,662
-1,457
-18% -$118K 0.06% 195
2025
Q4 		$597K Buy
8,119
+518
+7% +$38.2K 0.06% 193
2025
Q3 		$544K Sell
7,601
-3,513
-32% -$253K 0.06% 185
2025
Q2 		$783K Sell
11,114
-987
-8% -$66.2K 0.1% 134
2025
Q1 		$887K Buy
12,101
+994
+9% +$67K 0.13% 110
2024
Q4 		$696K Sell
11,107
-13
-0.1% -$852 0.1% 119
2024
Q3 		$733K Buy
11,120
+66
+0.6% +$4.67K 0.1% 127
2024
Q2 		$798K Buy
11,054
+25
+0.2% +$1.79K 0.12% 105
2024
Q1 		$739K Buy
+11,029
New +$707K 0.12% 107
2023
Q4 		– Sell
-8,173
Closed -$526K – 247
2023
Q3 		$526K Sell
8,173
-1,018
-11% -$63.4K 0.12% 93
2023
Q2 		$555K Buy
9,191
+9
+0.1% +$540 0.12% 94
2023
Q1 		$528K Buy
9,182
+381
+4% +$22.4K 0.12% 96
2022
Q4 		$501K Buy
8,801
+1,110
+14% +$61.2K 0.12% 99
2022
Q3 		$383K Buy
+7,691
New +$396K 0.1% 119

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

Gryphon Financial Partners's SHEL Position: Q2 2026 in Review

Gryphon Financial Partners reduced its Shell (SHEL) stake by 17% in Q2 2026, selling an estimated $97.8K and leaving 5,529 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #258.

Gryphon Financial Partners first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. The position peaked at $887K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Gryphon Financial Partners held 5,529 shares of Shell worth $429K as of Q2 2026.
  • Gryphon Financial Partners sold 1,133 Shell shares in Q2 2026, an estimated $97.8K.
  • Shell made up 0.04% of Gryphon Financial Partners's portfolio in Q2 2026, its #258 holding.
  • Gryphon Financial Partners first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
  • Gryphon Financial Partners's Shell position peaked at $887K in Q1 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.