Osborne Partners Capital Management’s Shell SHEL Stock Holding History

Osborne Partners Capital Management’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	–	Sell	-4,615	Closed	-$429K	–	213
2026 Q1	$429K	Sell	4,615 -1,400	-23%	-$113K	0.02%	160
2025 Q4	$442K	Sell	6,015 -3,985	-40%	-$294K	0.02%	160
2025 Q3	$715K	Sell	10,000 -1,448	-13%	-$104K	0.04%	152
2025 Q2	$806K	Sell	11,448 -4,800	-30%	-$322K	0.04%	152
2025 Q1	$1.19M	Hold	16,248	–	–	0.07%	139
2024 Q4	$1.02M	Hold	16,248	–	–	0.06%	145
2024 Q3	$1.07M	Hold	16,248	–	–	0.06%	143
2024 Q2	$1.17M	Hold	16,248	–	–	0.07%	139
2024 Q1	$1.09M	Hold	16,248	–	–	0.07%	135
2023 Q4	$1.07M	Sell	16,248 -169	-1%	-$11.1K	0.07%	135
2023 Q3	$1.06M	Buy	16,417 +169	+1%	+$10.5K	0.08%	127
2023 Q2	$981K	Hold	16,248	–	–	0.07%	134
2023 Q1	$935K	Sell	16,248 -2,043	-11%	-$120K	0.07%	138
2022 Q4	$1.04M	Buy	18,291 +43	+0.2%	+$2.37K	0.08%	132
2022 Q3	$908K	Sell	18,248 -28,000	-61%	-$1.44M	0.08%	138
2022 Q2	$2.42M	Buy	46,248 +27,434	+146%	+$1.54M	0.19%	113
2022 Q1	$1.03M	Buy	+18,814	New	+$999K	0.08%	121

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

Osborne Partners Capital Management's SHEL Position: Q2 2026 in Review

Osborne Partners Capital Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 4,615 shares — an estimated $429K sold.

Osborne Partners Capital Management first reported a position in SHEL in Q1 2022 and held it in 17 quarters. The position peaked at $2.42M in Q2 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Osborne Partners Capital Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Osborne Partners Capital Management sold 4,615 Shell shares in Q2 2026, an estimated $429K.
Osborne Partners Capital Management first reported a position in Shell in Q1 2022 and held it in 17 quarters.
Osborne Partners Capital Management's Shell position peaked at $2.42M in Q2 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.