Strengthening Families & Communities LLC’s Shell SHEL Stock Holding History

Strengthening Families & Communities LLC’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	$10.5K	Buy	135 +2	+2%	+$173	﹤0.01%	374
2026 Q1	$12.4K	Buy	+133	New	+$10.7K	﹤0.01%	342
2025 Q4	–	Sell	-1,767	Closed	-$125K	–	685
2025 Q3	$125K	Buy	+1,767	New	+$127K	0.03%	194
2025 Q2	–	Sell	-235	Closed	-$17K	–	430
2025 Q1	$17K	Buy	+235	New	+$15.8K	0.01%	214
2024 Q4	–	Sell	-1,848	Closed	-$122K	–	522
2024 Q3	$122K	Buy	1,848 +2	+0.1%	+$142	0.03%	179
2024 Q2	$133K	Buy	+1,846	New	+$132K	0.04%	185
2023 Q4	–	Sell	-1,981	Closed	-$128K	–	367
2023 Q3	$128K	Sell	1,981 -707	-26%	-$44K	0.06%	149
2023 Q2	$162K	Buy	2,688 +2,531	+1,612%	+$152K	0.07%	143
2023 Q1	$9	Buy	+157	New	+$9.24K	﹤0.01%	280

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

Strengthening Families & Communities LLC's SHEL Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its Shell (SHEL) stake by 1.5% in Q2 2026, buying an estimated $173 and bringing the position to 135 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Strengthening Families & Communities LLC first reported a position in SHEL in Q1 2023 and has held it in 9 quarters since. The position peaked at $162K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Strengthening Families & Communities LLC held 135 shares of Shell worth $10.5K as of Q2 2026.
Strengthening Families & Communities LLC bought 2 Shell shares in Q2 2026, an estimated $173.
Shell made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #374 holding.
Strengthening Families & Communities LLC first reported a position in Shell in Q1 2023 and has held it in 9 quarters since.
Strengthening Families & Communities LLC's Shell position peaked at $162K in Q2 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.