Schubert & Co’s Shell SHEL Stock Holding History

Schubert & Co’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	-2,285	Closed	-$213K	–	86
2026 Q1	$213K	Buy	+2,285	New	+$185K	0.17%	66
2023 Q2	–	Sell	-1,574	Closed	-$90.6K	–	1255
2023 Q1	$90.6K	Hold	1,574	–	–	0.08%	50
2022 Q4	$89.6K	Sell	1,574 -236	-13%	-$13K	0.08%	46
2022 Q3	$90K	Buy	1,810 +29	+2%	+$1.49K	0.09%	48
2022 Q2	$93K	Buy	1,781 +488	+38%	+$27.4K	0.09%	47
2022 Q1	$71K	Buy	+1,293	New	+$68.6K	0.08%	49

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

Schubert & Co's SHEL Position: Q2 2026 in Review

Schubert & Co sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,285 shares — an estimated $213K sold.

Schubert & Co first reported a position in SHEL in Q1 2022 and held it in 6 quarters. The position peaked at $213K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Schubert & Co reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Schubert & Co sold 2,285 Shell shares in Q2 2026, an estimated $213K.
Schubert & Co first reported a position in Shell in Q1 2022 and held it in 6 quarters.
Schubert & Co's Shell position peaked at $213K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.