Simmons Bank’s Shell SHEL Stock Holding History

Simmons Bank’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	$2.42M	Buy	31,149 +103	+0.3%	+$8.89K	0.14%	142
2026 Q1	$2.89M	Buy	31,046 +190	+0.6%	+$15.4K	0.19%	125
2025 Q4	$2.27M	Hold	30,856	–	–	0.15%	136
2025 Q3	$2.21M	Hold	30,856	–	–	0.15%	136
2025 Q2	$2.17M	Sell	30,856 -330	-1%	-$22.1K	0.15%	133
2025 Q1	$2.29M	Sell	31,186 -41	-0.1%	-$2.76K	0.17%	124
2024 Q4	$1.96M	Buy	31,227 +105	+0.3%	+$6.88K	0.14%	134
2024 Q3	$2.05M	Sell	31,122 -109	-0.3%	-$7.72K	0.15%	132
2024 Q2	$2.25M	Sell	31,231 -257	-0.8%	-$18.4K	0.17%	127
2024 Q1	$2.11M	Sell	31,488 -355	-1%	-$22.7K	0.16%	135
2023 Q4	$2.1M	Sell	31,843 -200	-0.6%	-$13.1K	0.17%	128
2023 Q3	$2.06M	Sell	32,043 -1,474	-4%	-$91.7K	0.18%	124
2023 Q2	$2.02M	Sell	33,517 -1,036	-3%	-$62.2K	0.17%	125
2023 Q1	$1.99M	Sell	34,553 -1,552	-4%	-$91.3K	0.17%	130
2022 Q4	$2.06M	Sell	36,105 -2,940	-8%	-$162K	0.18%	124
2022 Q3	$1.94M	Sell	39,045 -1,820	-4%	-$93.8K	0.18%	120
2022 Q2	$2.14M	Buy	+40,865	New	+$2.3M	0.19%	119

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

Simmons Bank's SHEL Position: Q2 2026 in Review

Simmons Bank increased its Shell (SHEL) stake by 0.33% in Q2 2026, buying an estimated $8.89K and bringing the position to 31,149 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #142.

Simmons Bank first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.89M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Simmons Bank held 31,149 shares of Shell worth $2.42M as of Q2 2026.
Simmons Bank bought 103 Shell shares in Q2 2026, an estimated $8.89K.
Shell made up 0.14% of Simmons Bank's portfolio in Q2 2026, its #142 holding.
Simmons Bank first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Simmons Bank's Shell position peaked at $2.89M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.