&Partners’s Shell SHEL Stock Holding History

&Partners’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	$7.78M	Buy	100,641 +5,886	+6%	+$508K	0.03%	460
2026 Q1	$9M	Buy	94,755 +10,323	+12%	+$834K	0.04%	360
2025 Q4	$6.2M	Buy	84,432 +12,535	+17%	+$923K	0.03%	428
2025 Q3	$5.14M	Buy	71,897 +3,080	+4%	+$222K	0.03%	413
2025 Q2	$4.85M	Buy	68,817 +5,419	+9%	+$363K	0.04%	374
2025 Q1	$4.59M	Buy	63,398 +4,812	+8%	+$324K	0.05%	316
2024 Q4	$3.77M	Buy	58,586 +18,501	+46%	+$1.21M	0.05%	333
2024 Q3	$2.63M	Buy	40,085 +18,756	+88%	+$1.33M	0.05%	312
2024 Q2	$1.54M	Buy	21,329 +10,290	+93%	+$735K	0.07%	245
2024 Q1	$740K	Buy	11,039 +4,156	+60%	+$266K	0.1%	201
2023 Q4	$451K	Buy	6,883 +854	+14%	+$56K	0.11%	167
2023 Q3	$388K	Buy	6,029 +174	+3%	+$10.8K	0.18%	103
2023 Q2	$354K	Buy	5,855 +453	+8%	+$27.2K	0.16%	113
2023 Q1	$311K	Buy	5,402 +23	+0.4%	+$1.35K	0.15%	116
2022 Q4	$306K	Buy	5,379 +20	+0.4%	+$1.1K	0.15%	121
2022 Q3	$267K	Buy	5,359 +219	+4%	+$11.3K	0.15%	131
2022 Q2	$269K	Buy	5,140 +20	+0.4%	+$1.12K	0.16%	132
2022 Q1	$281K	Buy	+5,120	New	+$272K	0.16%	133

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

&Partners's SHEL Position: Q2 2026 in Review

&Partners increased its Shell (SHEL) stake by 6.2% in Q2 2026, buying an estimated $508K and bringing the position to 100,641 shares worth $7.78M. The position accounts for 0.03% of the portfolio, ranked #460.

&Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $9M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

&Partners held 100,641 shares of Shell worth $7.78M as of Q2 2026.
&Partners bought 5,886 Shell shares in Q2 2026, an estimated $508K.
Shell made up 0.03% of &Partners's portfolio in Q2 2026, its #460 holding.
&Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
&Partners's Shell position peaked at $9M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.