Louisbourg Investments’s Shell SHEL Stock Holding History

Louisbourg 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	$1.12M	Hold	14,490	–	–	0.21%	90
2026 Q1	$1.35M	Sell	14,490 -400	-3%	-$32.3K	0.25%	91
2025 Q4	$1.09M	Sell	14,890 -3,400	-19%	-$250K	0.22%	90
2025 Q3	$1.31M	Hold	18,290	–	–	0.29%	83
2025 Q2	$1.29M	Hold	18,290	–	–	0.3%	83
2025 Q1	$1.34M	Hold	18,290	–	–	0.36%	79
2024 Q4	$1.15M	Hold	18,290	–	–	0.3%	81
2024 Q3	$1.21M	Hold	18,290	–	–	0.31%	78
2024 Q2	$1.32M	Hold	18,290	–	–	0.37%	72
2024 Q1	$1.23M	Hold	18,290	–	–	0.34%	72
2023 Q4	$1.2M	Buy	+18,290	New	+$1.2M	0.36%	70

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

Louisbourg Investments's SHEL Position: Q2 2026 in Review

Louisbourg Investments held its Shell (SHEL) position steady in Q2 2026 at 14,490 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #90.

Louisbourg Investments first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Louisbourg Investments held 14,490 shares of Shell worth $1.12M as of Q2 2026.
Louisbourg Investments left its Shell share count unchanged in Q2 2026.
Shell made up 0.21% of Louisbourg Investments's portfolio in Q2 2026, its #90 holding.
Louisbourg Investments first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Louisbourg Investments's Shell position peaked at $1.35M in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.