Rahlfs Capital’s Shell SHEL Stock Holding History

Rahlfs Capital’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	$370K	Hold	4,777	–	–	0.27%	68
2026 Q1	$444K	Hold	4,777	–	–	0.33%	62
2025 Q4	$351K	Sell	4,777 -333	-7%	-$24.5K	0.27%	67
2025 Q3	$366K	Hold	5,110	–	–	0.29%	68
2025 Q2	$360K	Hold	5,110	–	–	0.33%	67
2025 Q1	$374K	Hold	5,110	–	–	0.38%	57
2024 Q4	$320K	Buy	+5,110	New	+$335K	0.32%	58

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

Rahlfs Capital's SHEL Position: Q2 2026 in Review

Rahlfs Capital held its Shell (SHEL) position steady in Q2 2026 at 4,777 shares worth $370K. The position accounts for 0.27% of the portfolio, ranked #68.

Rahlfs Capital first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $444K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Rahlfs Capital held 4,777 shares of Shell worth $370K as of Q2 2026.
Rahlfs Capital left its Shell share count unchanged in Q2 2026.
Shell made up 0.27% of Rahlfs Capital's portfolio in Q2 2026, its #68 holding.
Rahlfs Capital first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Rahlfs Capital's Shell position peaked at $444K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Rahlfs Capital's 13F filing for Q2 2026, filed 28 Jul 2026.