Sanctuary Advisors’s Shell SHEL Stock Holding History

Sanctuary Advisors’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	$12.7M	Sell	164,417 -18,295	-10%	-$1.58M	0.06%	336
2026 Q1	$17M	Buy	182,712 +13,459	+8%	+$1.09M	0.09%	223
2025 Q4	$12.4M	Buy	169,253 +26,496	+19%	+$1.95M	0.07%	291
2025 Q3	$10.2M	Buy	142,757 +4,716	+3%	+$340K	0.06%	324
2025 Q2	$9.72M	Buy	138,041 +3,242	+2%	+$217K	0.06%	318
2025 Q1	$9.88M	Sell	134,799 -16,685	-11%	-$1.12M	0.07%	288
2024 Q4	$10.1M	Sell	151,484 -384	-0.3%	-$25.2K	0.06%	310
2024 Q3	$10M	Buy	151,868 +8,499	+6%	+$602K	0.06%	311
2024 Q2	$10.5M	Buy	+143,369	New	+$10.2M	0.08%	269

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

Sanctuary Advisors's SHEL Position: Q2 2026 in Review

Sanctuary Advisors reduced its Shell (SHEL) stake by 10% in Q2 2026, selling an estimated $1.58M and leaving 164,417 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #336.

Sanctuary Advisors first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $17M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Sanctuary Advisors held 164,417 shares of Shell worth $12.7M as of Q2 2026.
Sanctuary Advisors sold 18,295 Shell shares in Q2 2026, an estimated $1.58M.
Shell made up 0.06% of Sanctuary Advisors's portfolio in Q2 2026, its #336 holding.
Sanctuary Advisors first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Shell position peaked at $17M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.