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Sovran Advisors’s Shell SHEL Stock Holding History

Sovran Advisors’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 		$703K Buy
8,158
+769
+10% +$66.4K 0.05% 308
2026
Q1 		$670K Buy
7,389
+2,378
+47% +$192K 0.05% 303
2025
Q4 		$368K Buy
5,011
+112
+2% +$8.25K 0.03% 411
2025
Q3 		$366K Buy
4,899
+539
+12% +$38.8K 0.03% 399
2025
Q2 		$311K Buy
+4,360
New +$292K 0.03% 394

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

Sovran Advisors's SHEL Position: Q2 2026 in Review

Sovran Advisors increased its Shell (SHEL) stake by 10% in Q2 2026, buying an estimated $66.4K and bringing the position to 8,158 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #308.

Sovran Advisors first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sovran Advisors held 8,158 shares of Shell worth $703K as of Q2 2026.
  • Sovran Advisors bought 769 Shell shares in Q2 2026, an estimated $66.4K.
  • Shell made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #308 holding.
  • Sovran Advisors first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.