Indie Asset Partners’s Shell SHEL Stock Holding History

Indie Asset 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	$203K	Sell	2,615 -1,450	-36%	-$125K	0.19%	84
2026 Q1	$378K	Hold	4,065	–	–	0.43%	52
2025 Q4	$299K	Hold	4,065	–	–	0.33%	58
2025 Q3	$291K	Hold	4,065	–	–	0.39%	53
2025 Q2	$286K	Sell	4,065 -302	-7%	-$20.2K	0.52%	48
2025 Q1	$320K	Buy	4,367 +2	+0%	+$135	0.28%	60
2024 Q4	$273K	Hold	4,365	–	–	0.21%	81
2024 Q3	$288K	Hold	4,365	–	–	0.22%	79
2024 Q2	$315K	Hold	4,365	–	–	0.25%	64
2024 Q1	$293K	Hold	4,365	–	–	0.26%	62
2023 Q4	$287K	Hold	4,365	–	–	0.26%	59
2023 Q3	$281K	Hold	4,365	–	–	0.28%	52
2023 Q2	$264K	Hold	4,365	–	–	0.29%	56
2023 Q1	$251K	Hold	4,365	–	–	0.29%	64
2022 Q4	$249K	Hold	4,365	–	–	0.27%	67
2022 Q3	$217K	Hold	4,365	–	–	0.22%	79
2022 Q2	$228K	Hold	4,365	–	–	0.2%	92
2022 Q1	$240K	Buy	+4,365	New	+$232K	0.18%	111

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

Indie Asset Partners's SHEL Position: Q2 2026 in Review

Indie Asset Partners reduced its Shell (SHEL) stake by 36% in Q2 2026, selling an estimated $125K and leaving 2,615 shares worth $203K. The position accounts for 0.19% of the portfolio, ranked #84.

Indie Asset Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $378K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Indie Asset Partners held 2,615 shares of Shell worth $203K as of Q2 2026.
Indie Asset Partners sold 1,450 Shell shares in Q2 2026, an estimated $125K.
Shell made up 0.19% of Indie Asset Partners's portfolio in Q2 2026, its #84 holding.
Indie Asset Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Indie Asset Partners's Shell position peaked at $378K in Q1 2026.
1,529 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.