SBK Financial’s Shell SHEL Stock Holding History

SBK 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	–	Sell	-73	Closed	-$6.79K	–	394
2026 Q1	$6.79K	Buy	+73	New	+$5.9K	0.01%	185

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

SBK Financial's SHEL Position: Q2 2026 in Review

SBK Financial sold out of Shell (SHEL) in Q2 2026, closing a stake of 73 shares — an estimated $6.79K sold.

SBK Financial first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $6.79K in Q1 2026. 1,537 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

SBK Financial reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 73 Shell shares in Q2 2026, an estimated $6.79K.
SBK Financial first reported a position in Shell in Q1 2026 and held it in 1 quarter.
SBK Financial's Shell position peaked at $6.79K in Q1 2026.
1,537 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.