R Squared’s Shell SHEL Stock Holding History

R Squared’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	$486K	Buy	+6,266	New	+$541K	0.26%	102
2025 Q1	–	Sell	-2,560	Closed	-$160K	–	1294
2024 Q4	$160K	Buy	+2,560	New	+$168K	0.16%	156

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

R Squared's SHEL Position: Q2 2026 in Review

R Squared opened a new position in Shell (SHEL) in Q2 2026: 6,266 shares worth $486K. The stake represents 0.26% of the portfolio and ranks #102 among its holdings. This is a return to the name: R Squared previously reported a position in SHEL as recently as Q4 2024.

R Squared first reported a position in SHEL in Q4 2024 and has held it in 2 quarters since. 1,529 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

R Squared held 6,266 shares of Shell worth $486K as of Q2 2026.
Shell was a new R Squared position in Q2 2026.
Shell made up 0.26% of R Squared's portfolio in Q2 2026, its #102 holding.
R Squared first reported a position in Shell in Q4 2024 and has held it in 2 quarters since.
1,529 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.