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SBI Securities’s Shell SHEL Stock Holding History

SBI Securities’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 		$4.07M Sell
52,440
-7,388
-12% -$638K 0.09% 125
2026
Q1 		$5.56M Sell
59,828
-1,000
-2% -$80.8K 0.15% 81
2025
Q4 		$4.47M Sell
60,828
-601
-1% -$44.3K 0.11% 103
2025
Q3 		$4.39M Buy
61,429
+217
+0.4% +$15.6K 0.11% 113
2025
Q2 		$4.31M Sell
61,212
-771
-1% -$51.7K 0.12% 103
2025
Q1 		$4.54M Buy
61,983
+7,186
+13% +$484K 0.15% 92
2024
Q4 		$3.43M Buy
+54,797
New +$3.59M 0.11% 121

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

SBI Securities's SHEL Position: Q2 2026 in Review

SBI Securities reduced its Shell (SHEL) stake by 12% in Q2 2026, selling an estimated $638K and leaving 52,440 shares worth $4.07M. The position accounts for 0.09% of the portfolio, ranked #125.

SBI Securities first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.56M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • SBI Securities held 52,440 shares of Shell worth $4.07M as of Q2 2026.
  • SBI Securities sold 7,388 Shell shares in Q2 2026, an estimated $638K.
  • Shell made up 0.09% of SBI Securities's portfolio in Q2 2026, its #125 holding.
  • SBI Securities first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Shell position peaked at $5.56M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.