Insight 2811 Inc’s Shell SHEL Stock Holding History

Insight 2811 Inc’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	$381K	Buy	4,920 +20	+0.4%	+$1.73K	0.15%	66
2026 Q1	$456K	Hold	4,900	–	–	0.19%	61
2025 Q4	$360K	Sell	4,900 -50	-1%	-$3.68K	0.16%	63
2025 Q3	$354K	Hold	4,950	–	–	0.16%	64
2025 Q2	$349K	Hold	4,950	–	–	0.17%	62
2025 Q1	$363K	Hold	4,950	–	–	0.18%	61
2024 Q4	$310K	Sell	4,950 -716	-13%	-$46.9K	0.16%	65
2024 Q3	$374K	Hold	5,666	–	–	0.19%	58
2024 Q2	$409K	Sell	5,666 -600	-10%	-$42.9K	0.21%	51
2024 Q1	$420K	Sell	6,266 -89	-1%	-$5.7K	0.22%	53
2023 Q4	$418K	Sell	6,355 -100	-2%	-$6.56K	0.23%	49
2023 Q3	$416K	Sell	6,455 -200	-3%	-$12.4K	0.24%	46
2023 Q2	$402K	Hold	6,655	–	–	0.22%	54
2023 Q1	$383K	Sell	6,655 -100	-1%	-$5.88K	0.24%	53
2022 Q4	$385K	Sell	6,755 -200	-3%	-$11K	0.24%	54
2022 Q3	$346K	Hold	6,955	–	–	0.23%	56
2022 Q2	$364K	Buy	+6,955	New	+$391K	0.24%	50

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

Insight 2811 Inc's SHEL Position: Q2 2026 in Review

Insight 2811 Inc increased its Shell (SHEL) stake by 0.41% in Q2 2026, buying an estimated $1.73K and bringing the position to 4,920 shares worth $381K. The position accounts for 0.15% of the portfolio, ranked #66.

Insight 2811 Inc first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $456K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Insight 2811 Inc held 4,920 shares of Shell worth $381K as of Q2 2026.
Insight 2811 Inc bought 20 Shell shares in Q2 2026, an estimated $1.73K.
Shell made up 0.15% of Insight 2811 Inc's portfolio in Q2 2026, its #66 holding.
Insight 2811 Inc first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Insight 2811 Inc's Shell position peaked at $456K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.