OpenArc Corporate Advisory’s Shell SHEL Stock Holding History

OpenArc Corporate Advisory’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	$1.19M	Buy	15,293 +2,657	+21%	+$229K	0.01%	315
2026 Q1	$1.18M	Buy	12,636 +2,762	+28%	+$223K	0.02%	306
2025 Q4	$726K	Buy	+9,874	New	+$727K	0.01%	337

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

OpenArc Corporate Advisory's SHEL Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Shell (SHEL) stake by 21% in Q2 2026, buying an estimated $229K and bringing the position to 15,293 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #315.

OpenArc Corporate Advisory first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

OpenArc Corporate Advisory held 15,293 shares of Shell worth $1.19M as of Q2 2026.
OpenArc Corporate Advisory bought 2,657 Shell shares in Q2 2026, an estimated $229K.
Shell made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #315 holding.
OpenArc Corporate Advisory first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.