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Stephens Inc’s Shell SHEL Stock Holding History

Stephens Inc’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 		$4.27M Buy
55,117
+282
+0.5% +$24.3K 0.05% 330
2026
Q1 		$5.1M Sell
54,835
-3,255
-6% -$263K 0.06% 282
2025
Q4 		$4.27M Buy
58,090
+2,486
+4% +$183K 0.05% 317
2025
Q3 		$3.98M Buy
55,604
+3,245
+6% +$234K 0.05% 334
2025
Q2 		$3.69M Sell
52,359
-2,154
-4% -$144K 0.05% 331
2025
Q1 		$3.99M Sell
54,513
-32,589
-37% -$2.2M 0.06% 311
2024
Q4 		$5.46M Sell
87,102
-82,386
-49% -$5.4M 0.08% 251
2024
Q3 		$11.2M Buy
169,488
+5,800
+4% +$411K 0.16% 148
2024
Q2 		$11.8M Sell
163,688
-3,239
-2% -$232K 0.18% 130
2024
Q1 		$11.2M Buy
166,927
+11,060
+7% +$709K 0.17% 142
2023
Q4 		$10.3M Buy
155,867
+24,883
+19% +$1.63M 0.18% 133
2023
Q3 		$8.43M Buy
130,984
+11,654
+10% +$725K 0.16% 146
2023
Q2 		$7.21M Buy
119,330
+17,967
+18% +$1.08M 0.13% 177
2023
Q1 		$5.83M Buy
101,363
+15,830
+19% +$931K 0.11% 199
2022
Q4 		$4.87M Buy
85,533
+52,029
+155% +$2.87M 0.1% 209
2022
Q3 		$1.67M Sell
33,504
-275
-0.8% -$14.2K 0.04% 404
2022
Q2 		$1.77M Sell
33,779
-3,928
-10% -$221K 0.04% 411
2022
Q1 		$2.07M Buy
+37,707
New +$2M 0.03% 418

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

Stephens Inc's SHEL Position: Q2 2026 in Review

Stephens Inc increased its Shell (SHEL) stake by 0.51% in Q2 2026, buying an estimated $24.3K and bringing the position to 55,117 shares worth $4.27M. The position accounts for 0.05% of the portfolio, ranked #330.

Stephens Inc first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.8M in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Stephens Inc held 55,117 shares of Shell worth $4.27M as of Q2 2026.
  • Stephens Inc bought 282 Shell shares in Q2 2026, an estimated $24.3K.
  • Shell made up 0.05% of Stephens Inc's portfolio in Q2 2026, its #330 holding.
  • Stephens Inc first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Stephens Inc's Shell position peaked at $11.8M in Q2 2024.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.