Lafayette Investments’s Shell SHEL Stock Holding History

Lafayette Investments’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	$318K	Hold	4,103	–	–	0.06%	129
2026 Q1	$382K	Hold	4,103	–	–	0.08%	114
2025 Q4	$301K	Hold	4,103	–	–	0.06%	131
2025 Q3	$293K	Hold	4,103	–	–	0.06%	129
2025 Q2	$289K	Buy	4,103 +103	+3%	+$6.9K	0.06%	128
2025 Q1	$293K	Hold	4,000	–	–	0.06%	123
2024 Q4	$251K	Sell	4,000 -452	-10%	-$29.6K	0.05%	130
2024 Q3	$294K	Hold	4,452	–	–	0.06%	121
2024 Q2	$321K	Hold	4,452	–	–	0.07%	106
2024 Q1	$298K	Sell	4,452 -395	-8%	-$25.3K	0.07%	109
2023 Q4	$319K	Sell	4,847 -125	-3%	-$8.2K	0.08%	104
2023 Q3	$320K	Buy	4,972 +125	+3%	+$7.78K	0.09%	98
2023 Q2	$293K	Sell	4,847 -735	-13%	-$44.1K	0.08%	99
2023 Q1	$321K	Hold	5,582	–	–	0.09%	96
2022 Q4	$318K	Hold	5,582	–	–	0.09%	95
2022 Q3	$278K	Hold	5,582	–	–	0.09%	96
2022 Q2	$292K	Hold	5,582	–	–	0.08%	96
2022 Q1	$307K	Buy	+5,582	New	+$296K	0.08%	100

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

Lafayette Investments's SHEL Position: Q2 2026 in Review

Lafayette Investments held its Shell (SHEL) position steady in Q2 2026 at 4,103 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #129.

Lafayette Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $382K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Lafayette Investments held 4,103 shares of Shell worth $318K as of Q2 2026.
Lafayette Investments left its Shell share count unchanged in Q2 2026.
Shell made up 0.06% of Lafayette Investments's portfolio in Q2 2026, its #129 holding.
Lafayette Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Lafayette Investments's Shell position peaked at $382K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.