StrongBox Wealth’s Shell SHEL Stock Holding History

StrongBox Wealth’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	$25.6K	Buy	+330	New	+$28.5K	0.01%	209
2025 Q1	–	Sell	-8,571	Closed	-$537K	–	94
2024 Q4	$537K	Sell	8,571 -2,834	-25%	-$186K	0.23%	58
2024 Q3	$752K	Buy	11,405 +841	+8%	+$59.6K	0.32%	51
2024 Q2	$763K	Buy	10,564 +2,557	+32%	+$183K	0.36%	48
2024 Q1	$537K	Buy	8,007 +335	+4%	+$21.5K	0.28%	52
2023 Q4	$505K	Buy	7,672 +648	+9%	+$42.5K	0.29%	54
2023 Q3	$452K	Buy	7,024 +134	+2%	+$8.34K	0.29%	57
2023 Q2	$416K	Buy	6,890 +1,985	+40%	+$119K	0.26%	64
2023 Q1	$282K	Buy	+4,905	New	+$289K	0.19%	70

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

StrongBox Wealth's SHEL Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Shell (SHEL) in Q2 2026: 330 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in SHEL as recently as Q4 2024.

StrongBox Wealth first reported a position in SHEL in Q1 2023 and has held it in 9 quarters since. The position peaked at $763K in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

StrongBox Wealth held 330 shares of Shell worth $25.6K as of Q2 2026.
Shell was a new StrongBox Wealth position in Q2 2026.
Shell made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #209 holding.
StrongBox Wealth first reported a position in Shell in Q1 2023 and has held it in 9 quarters since.
StrongBox Wealth's Shell position peaked at $763K in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.