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Stamos Capital Partners’s Shell SHEL Stock Holding History

Stamos Capital Partners’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 		$6.53M Buy
84,239
+42,043
+100% +$3.63M 1% 29
2026
Q1 		$3.92M Sell
42,196
-65,384
-61% -$5.28M 0.61% 52
2025
Q4 		$7.9M Sell
107,580
-15,778
-13% -$1.16M 1.27% 14
2025
Q3 		$8.82M Sell
123,358
-68,976
-36% -$4.97M 1.66% 12
2025
Q2 		$13.5M Buy
192,334
+78,724
+69% +$5.28M 2.43% 7
2025
Q1 		$8.33M Sell
113,610
-88,790
-44% -$5.98M 2.18% 3
2024
Q4 		$12.7M Buy
202,400
+34,720
+21% +$2.28M 2.98% 3
2024
Q3 		$11.1M Buy
167,680
+6,670
+4% +$472K 2.6% 5
2024
Q2 		$11.6M Sell
161,010
-9,220
-5% -$659K 2.47% 2
2024
Q1 		$11.4M Sell
170,230
-3,310
-2% -$212K 2.59% 4
2023
Q4 		$11.4M Buy
173,540
+17,810
+11% +$1.17M 3.1% 2
2023
Q3 		$10M Sell
155,730
-13,270
-8% -$826K 2.23% 7
2023
Q2 		$10.2M Buy
169,000
+16,120
+11% +$967K 2.39% 5
2023
Q1 		$8.8M Buy
152,880
+16,880
+12% +$993K 2.27% 7
2022
Q4 		$7.75M Sell
136,000
-97,250
-42% -$5.36M 2.45% 5
2022
Q3 		$11.6M Buy
233,250
+33,350
+17% +$1.72M 2.95% 2
2022
Q2 		$10.5M Buy
+199,900
New +$11.2M 3.16% 6

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

Stamos Capital Partners's SHEL Position: Q2 2026 in Review

Stamos Capital Partners increased its Shell (SHEL) stake by 100% in Q2 2026, buying an estimated $3.63M and bringing the position to 84,239 shares worth $6.53M. The position accounts for 1% of the portfolio, ranked #29.

Stamos Capital Partners first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.5M in Q2 2025. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Stamos Capital Partners held 84,239 shares of Shell worth $6.53M as of Q2 2026.
  • Stamos Capital Partners bought 42,043 Shell shares in Q2 2026, an estimated $3.63M.
  • Shell made up 1% of Stamos Capital Partners's portfolio in Q2 2026, its #29 holding.
  • Stamos Capital Partners first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Stamos Capital Partners's Shell position peaked at $13.5M in Q2 2025.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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