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Hardy Reed’s Shell SHEL Stock Holding History

Hardy Reed’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 		$472K Sell
6,081
-33
-0.5% -$2.85K 0.03% 159
2026
Q1 		$569K Sell
6,114
-71
-1% -$5.74K 0.04% 129
2025
Q4 		$454K Buy
6,185
+739
+14% +$54.4K 0.03% 148
2025
Q3 		$390K Buy
5,446
+1,071
+24% +$77.1K 0.03% 166
2025
Q2 		$308K Buy
4,375
+21
+0.5% +$1.41K 0.02% 183
2025
Q1 		$319K Hold
4,354
– – 0.03% 177
2024
Q4 		$273K Sell
4,354
-43
-1% -$2.82K 0.02% 199
2024
Q3 		$290K Sell
4,397
-1,504
-25% -$107K 0.03% 194
2024
Q2 		$426K Buy
+5,901
New +$422K 0.04% 146

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

Hardy Reed's SHEL Position: Q2 2026 in Review

Hardy Reed reduced its Shell (SHEL) stake by 0.54% in Q2 2026, selling an estimated $2.85K and leaving 6,081 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #159.

Hardy Reed first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $569K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Hardy Reed held 6,081 shares of Shell worth $472K as of Q2 2026.
  • Hardy Reed sold 33 Shell shares in Q2 2026, an estimated $2.85K.
  • Shell made up 0.03% of Hardy Reed's portfolio in Q2 2026, its #159 holding.
  • Hardy Reed first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
  • Hardy Reed's Shell position peaked at $569K in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.