Semper Augustus Investments Group’s Shell SHEL Stock Holding History

Semper Augustus Investments Group’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 Q1	$462K	Hold	4,968	–	–	0.06%	35
2025 Q4	$365K	Hold	4,968	–	–	0.04%	35
2025 Q3	$355K	Hold	4,968	–	–	0.04%	34
2025 Q2	$350K	Hold	4,968	–	–	0.05%	34
2025 Q1	$364K	Hold	4,968	–	–	0.06%	35
2024 Q4	$311K	Hold	4,968	–	–	0.06%	35
2024 Q3	$328K	Hold	4,968	–	–	0.06%	35
2024 Q2	$359K	Hold	4,968	–	–	0.06%	34
2024 Q1	$333K	Hold	4,968	–	–	0.06%	32
2023 Q4	$327K	Buy	4,968 +800	+19%	+$52.5K	0.07%	32
2023 Q3	$268K	Hold	4,168	–	–	0.06%	31
2023 Q2	$252K	Sell	4,168 -700	-14%	-$42K	0.06%	33
2023 Q1	$280K	Hold	4,868	–	–	0.07%	34
2022 Q4	$277K	Hold	4,868	–	–	0.08%	32
2022 Q3	$242K	Hold	4,868	–	–	0.07%	33
2022 Q2	$255K	Hold	4,868	–	–	0.08%	32
2022 Q1	$267K	Buy	+4,868	New	+$258K	0.07%	31

Other funds holding SHEL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return