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
2024 Q1	–	Sell	-1,500	Closed	-$99K	–	841
2023 Q4	$99K	Buy	+1,500	New	+$98.4K	0.01%	336
2023 Q1	–	Sell	-10,000	Closed	-$570K	–	1238
2022 Q4	$570K	Hold	10,000	–	–	0.02%	221
2022 Q3	$498K	Buy	10,000 +9,900	+9,900%	+$510K	0.04%	248
2022 Q2	$5K	Buy	+100	New	+$5.62K	﹤0.01%	873

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

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.