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Rossby Financial’s Shell SHEL Stock Holding History

Rossby Financial’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 		$109K Sell
1,402
-263
-16% -$22.7K 0.02% 522
2026
Q1 		$153K Buy
1,665
+88
+6% +$7.11K 0.03% 440
2025
Q4 		$116K Buy
1,577
+106
+7% +$7.81K 0.04% 379
2025
Q3 		$107K Buy
1,471
+11
+0.8% +$792 0.03% 387
2025
Q2 		$103K Buy
1,460
+1,165
+395% +$78.1K 0.04% 358
2025
Q1 		$19.4K Buy
+295
New +$19.9K 0.01% 624

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Rossby Financial's SHEL Position: Q2 2026 in Review

Rossby Financial reduced its Shell (SHEL) stake by 16% in Q2 2026, selling an estimated $22.7K and leaving 1,402 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #522.

Rossby Financial first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $153K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Rossby Financial held 1,402 shares of Shell worth $109K as of Q2 2026.
  • Rossby Financial sold 263 Shell shares in Q2 2026, an estimated $22.7K.
  • Shell made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #522 holding.
  • Rossby Financial first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Shell position peaked at $153K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.