Solstein Capital’s Shell SHEL Stock Holding History

Solstein Capital’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	$1.81M	Sell	23,396 -60	-0.3%	-$5.18K	0.62%	36
2026 Q1	$2.18M	Buy	23,456 +4,385	+23%	+$354K	0.9%	27
2025 Q4	$1.4M	Hold	19,071	–	–	0.56%	44
2025 Q3	$1.36M	Hold	19,071	–	–	0.31%	40
2025 Q2	$1.34M	Sell	19,071 -139	-0.7%	-$9.32K	0.69%	34
2025 Q1	$1.41M	Hold	19,210	–	–	0.82%	31
2024 Q4	$1.2M	Sell	19,210 -1,439	-7%	-$94.3K	0.67%	40
2024 Q3	$1.36M	Hold	20,649	–	–	0.72%	34
2024 Q2	$1.49M	Buy	20,649 +1,132	+6%	+$80.9K	0.97%	24
2024 Q1	$1.31M	Buy	19,517 +848	+5%	+$54.3K	0.91%	28
2023 Q4	$1.23M	Buy	18,669 +92	+0.5%	+$6.04K	0.91%	27
2023 Q3	$1.2M	Hold	18,577	–	–	1.03%	29
2023 Q2	$1.12M	Buy	18,577 +750	+4%	+$45K	0.94%	31
2023 Q1	$1.03M	Sell	17,827 -4,923	-22%	-$290K	0.89%	32
2022 Q4	$1.3M	Buy	22,750 +994	+5%	+$54.8K	1.08%	25
2022 Q3	$1.08M	Sell	21,756 -680	-3%	-$35K	0.95%	26
2022 Q2	$1.17M	Buy	22,436 +873	+4%	+$49K	0.9%	25
2022 Q1	$1.18M	Buy	+21,563	New	+$1.14M	0.78%	31

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

Solstein Capital's SHEL Position: Q2 2026 in Review

Solstein Capital reduced its Shell (SHEL) stake by 0.26% in Q2 2026, selling an estimated $5.18K and leaving 23,396 shares worth $1.81M. The position accounts for 0.62% of the portfolio, ranked #36.

Solstein Capital first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.18M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Solstein Capital held 23,396 shares of Shell worth $1.81M as of Q2 2026.
Solstein Capital sold 60 Shell shares in Q2 2026, an estimated $5.18K.
Shell made up 0.62% of Solstein Capital's portfolio in Q2 2026, its #36 holding.
Solstein Capital first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Solstein Capital's Shell position peaked at $2.18M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Solstein Capital's 13F filing for Q2 2026, filed 13 Aug 2026.