Smartleaf Asset Management’s Shell SHEL Stock Holding History

Smartleaf Asset Management’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	$1.7M	Hold	22,086	–	–	0.06%	300
2026 Q1	$2.05M	Buy	22,086 +754	+4%	+$60.9K	0.07%	240
2025 Q4	$1.57M	Buy	21,332 +2,352	+12%	+$173K	0.06%	280
2025 Q3	$1.38M	Buy	18,980 +3,377	+22%	+$243K	0.09%	255
2025 Q2	$1.11M	Sell	15,603 -1,785	-10%	-$120K	0.1%	237
2025 Q1	$1.26M	Buy	17,388 +3,941	+29%	+$265K	0.12%	184
2024 Q4	$831K	Buy	13,447 +2,826	+27%	+$185K	0.08%	251
2024 Q3	$702K	Buy	10,621 +6,717	+172%	+$476K	0.09%	251
2024 Q2	$279K	Buy	3,904 +1,032	+36%	+$73.8K	0.05%	322
2024 Q1	$192K	Buy	+2,872	New	+$184K	0.04%	371

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

Smartleaf Asset Management's SHEL Position: Q2 2026 in Review

Smartleaf Asset Management held its Shell (SHEL) position steady in Q2 2026 at 22,086 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #300.

Smartleaf Asset Management first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Smartleaf Asset Management held 22,086 shares of Shell worth $1.7M as of Q2 2026.
Smartleaf Asset Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #300 holding.
Smartleaf Asset Management first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's Shell position peaked at $2.05M in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.