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Summit Securities Group’s Shell SHEL Stock Holding History

Summit Securities Group’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 		$101K Buy
1,300
+300
+30% +$25.9K 0.01% 389
2026
Q1 		$93K Buy
+1,000
New +$80.8K 0.01% 296
2025
Q4 		– Sell
-1,480
Closed -$106K – 1227
2025
Q3 		$106K Sell
1,480
-6,894
-82% -$496K 0.02% 383
2025
Q2 		$590K Buy
+8,374
New +$561K 0.11% 136
2025
Q1 		– Sell
-600
Closed -$37.6K – 1070
2024
Q4 		$37.6K Buy
600
+200
+50% +$13.1K 0.01% 316
2024
Q3 		$26K Sell
400
-600
-60% -$42.5K 0.01% 308
2024
Q2 		$72K Sell
1,000
-400
-29% -$28.6K 0.01% 258
2024
Q1 		$94K Sell
1,400
-61,446
-98% -$3.94M 0.02% 205
2023
Q4 		$4.14M Buy
62,846
+58,946
+1,511% +$3.87M 0.37% 49
2023
Q3 		$251K Sell
3,900
-4,121
-51% -$257K 0.03% 167
2023
Q2 		$484K Buy
+8,021
New +$481K 0.06% 145
2023
Q1 		– Sell
-10,400
Closed -$592K – 1237
2022
Q4 		$592K Sell
10,400
-13,600
-57% -$750K 0.02% 215
2022
Q3 		$1.19M Buy
24,000
+9,100
+61% +$469K 0.09% 149
2022
Q2 		$779K Sell
14,900
-6,900
-32% -$388K 0.1% 149
2022
Q1 		$1.2M Buy
+21,800
New +$1.16M 0.13% 121

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

Summit Securities Group's SHEL Position: Q2 2026 in Review

Summit Securities Group increased its Shell (SHEL) stake by 30% in Q2 2026, buying an estimated $25.9K and bringing the position to 1,300 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #389.

Summit Securities Group first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.14M in Q4 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Summit Securities Group held 1,300 shares of Shell worth $101K as of Q2 2026.
  • Summit Securities Group bought 300 Shell shares in Q2 2026, an estimated $25.9K.
  • Shell made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #389 holding.
  • Summit Securities Group first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • Summit Securities Group's Shell position peaked at $4.14M in Q4 2023.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.