Saxon Interests’s Shell SHEL Stock Holding History

Saxon Interests’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	$373K	Buy	+4,816	New	+$416K	0.1%	181
2024 Q1	–	Sell	-6,365	Closed	-$419K	–	201
2023 Q4	$419K	Buy	+6,365	New	+$418K	0.21%	112
2023 Q3	–	Sell	-6,365	Closed	-$384K	–	171
2023 Q2	$384K	Hold	6,365	–	–	0.21%	111
2023 Q1	$366K	Sell	6,365 -500	-7%	-$29.4K	0.21%	121
2022 Q4	$399K	Sell	6,865 -2,800	-29%	-$154K	0.23%	107
2022 Q3	$522K	Hold	9,665	–	–	0.32%	78
2022 Q2	$505K	Buy	+9,665	New	+$543K	0.31%	82

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

Saxon Interests's SHEL Position: Q2 2026 in Review

Saxon Interests opened a new position in Shell (SHEL) in Q2 2026: 4,816 shares worth $373K. The stake represents 0.1% of the portfolio and ranks #181 among its holdings. This is a return to the name: Saxon Interests previously reported a position in SHEL as recently as Q4 2023.

Saxon Interests first reported a position in SHEL in Q2 2022 and has held it in 7 quarters since. The position peaked at $522K in Q3 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Saxon Interests held 4,816 shares of Shell worth $373K as of Q2 2026.
Shell was a new Saxon Interests position in Q2 2026.
Shell made up 0.1% of Saxon Interests's portfolio in Q2 2026, its #181 holding.
Saxon Interests first reported a position in Shell in Q2 2022 and has held it in 7 quarters since.
Saxon Interests's Shell position peaked at $522K in Q3 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.