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Savant Capital’s Shell SHEL Stock Holding History

Savant 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 		$10.1M Buy
114,700
+90,209
+368% +$7.79M 0.03% 289
2026
Q1 		$2.28M Buy
24,491
+3,910
+19% +$316K 0.01% 398
2025
Q4 		$1.51M Buy
20,581
+2,350
+13% +$173K 0.01% 462
2025
Q3 		$1.3M Buy
18,231
+1,819
+11% +$131K 0.01% 487
2025
Q2 		$1.16M Buy
16,412
+1,844
+13% +$124K 0.01% 479
2025
Q1 		$1.07M Sell
14,568
-1,743
-11% -$117K 0.01% 457
2024
Q4 		$1.02M Buy
16,311
+702
+4% +$46K 0.01% 645
2024
Q3 		$1.03M Buy
+15,609
New +$1.11M 0.01% 634
2023
Q3 		– Sell
-12,357
Closed -$746K – 823
2023
Q2 		$746K Buy
12,357
+1,715
+16% +$103K 0.01% 441
2023
Q1 		$612K Buy
10,642
+5,319
+100% +$313K 0.01% 414
2022
Q4 		$291K Buy
+5,323
New +$293K 0.01% 470

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

Savant Capital's SHEL Position: Q2 2026 in Review

Savant Capital increased its Shell (SHEL) stake by 368% in Q2 2026, buying an estimated $7.79M and bringing the position to 114,700 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #289.

Savant Capital first reported a position in SHEL in Q4 2022 and has held it in 11 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Savant Capital held 114,700 shares of Shell worth $10.1M as of Q2 2026.
  • Savant Capital bought 90,209 Shell shares in Q2 2026, an estimated $7.79M.
  • Shell made up 0.03% of Savant Capital's portfolio in Q2 2026, its #289 holding.
  • Savant Capital first reported a position in Shell in Q4 2022 and has held it in 11 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.