Kavar Capital Partners Group’s Shell SHEL Stock Holding History

Kavar Capital Partners Group’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	$546K	Buy	7,046 +123	+2%	+$10.6K	0.07%	124
2026 Q1	$644K	Hold	6,923	–	–	0.08%	122
2025 Q4	$509K	Buy	6,923 +39	+0.6%	+$2.87K	0.07%	123
2025 Q3	$492K	Sell	6,884 -400	-5%	-$28.8K	0.07%	125
2025 Q2	$513K	Sell	7,284 -400	-5%	-$26.8K	0.07%	126
2025 Q1	$563K	Sell	7,684 -200	-3%	-$13.5K	0.09%	113
2024 Q4	$494K	Sell	7,884 -86	-1%	-$5.64K	0.08%	116
2024 Q3	$526K	Hold	7,970	–	–	0.08%	117
2024 Q2	$575K	Hold	7,970	–	–	0.1%	108
2024 Q1	$534K	Buy	7,970 +1,298	+19%	+$83.2K	0.1%	108
2023 Q4	$439K	Buy	6,672 +3,336	+100%	+$219K	0.05%	137
2023 Q3	$215K	Buy	+3,336	New	+$208K	0.05%	147

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

Kavar Capital Partners Group's SHEL Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Shell (SHEL) stake by 1.8% in Q2 2026, buying an estimated $10.6K and bringing the position to 7,046 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #124.

Kavar Capital Partners Group first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $644K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Kavar Capital Partners Group held 7,046 shares of Shell worth $546K as of Q2 2026.
Kavar Capital Partners Group bought 123 Shell shares in Q2 2026, an estimated $10.6K.
Shell made up 0.07% of Kavar Capital Partners Group's portfolio in Q2 2026, its #124 holding.
Kavar Capital Partners Group first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Kavar Capital Partners Group's Shell position peaked at $644K in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.