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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
2022
Q2 		– Sell
-1,000
Closed -$55K – 1199
2022
Q1 		$55K Buy
+1,000
New +$53.1K 0.01% 593

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. 1,530 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.
  • 1,530 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.