SOS
SHEL icon

Silver Oak Securities’s Shell SHEL Stock Holding History

Silver Oak 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 		$214K Sell
2,762
-12
-0.4% -$1.04K 0.01% 727
2026
Q1 		$258K Sell
2,774
-596
-18% -$48.2K 0.02% 650
2025
Q4 		$249K Buy
3,370
+120
+4% +$8.84K 0.02% 693
2025
Q3 		$232K Sell
3,250
-203
-6% -$14.6K 0.02% 665
2025
Q2 		$243K Buy
+3,453
New +$231K 0.02% 597

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

Silver Oak Securities's SHEL Position: Q2 2026 in Review

Silver Oak Securities reduced its Shell (SHEL) stake by 0.43% in Q2 2026, selling an estimated $1.04K and leaving 2,762 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #727.

Silver Oak Securities first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $258K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Silver Oak Securities held 2,762 shares of Shell worth $214K as of Q2 2026.
  • Silver Oak Securities sold 12 Shell shares in Q2 2026, an estimated $1.04K.
  • Shell made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #727 holding.
  • Silver Oak Securities first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • Silver Oak Securities's Shell position peaked at $258K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.