SW
SHEL icon

SVB Wealth’s Shell SHEL Stock Holding History

SVB 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 		$329K Sell
4,238
-405
-9% -$35K 0.02% 313
2026
Q1 		$432K Buy
4,643
+246
+6% +$19.9K 0.03% 279
2025
Q4 		$323K Sell
4,397
-229
-5% -$16.9K 0.02% 322
2025
Q3 		$331K Sell
4,626
-1,650
-26% -$119K 0.02% 339
2025
Q2 		$442K Buy
+6,276
New +$421K 0.02% 314
2025
Q1 		– Sell
-11,968
Closed -$750K – 1750
2024
Q4 		$750K Buy
+11,968
New +$784K 0.01% 368
2024
Q3 		– Sell
-13,828
Closed -$998K – 501
2024
Q2 		$998K Sell
13,828
-1,724
-11% -$123K 0.02% 320
2024
Q1 		$1.04M Sell
15,552
-12,619
-45% -$809K 0.02% 339
2023
Q4 		$1.85M Sell
28,171
-2,603
-8% -$171K 0.05% 249
2023
Q3 		$1.98M Sell
30,774
-1,546
-5% -$96.2K 0.04% 226
2023
Q2 		$1.95M Sell
32,320
-995
-3% -$59.7K 0.04% 244
2023
Q1 		$1.92M Buy
33,315
+11,717
+54% +$689K 0.03% 273
2022
Q4 		$1.23M Buy
21,598
+443
+2% +$24.4K 0.02% 359
2022
Q3 		$1.05M Buy
21,155
+5,654
+36% +$291K 0.02% 358
2022
Q2 		$811K Buy
15,501
+3,523
+29% +$198K 0.01% 360
2022
Q1 		$658K Buy
+11,978
New +$636K 0.01% 394

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

SVB Wealth's SHEL Position: Q2 2026 in Review

SVB Wealth reduced its Shell (SHEL) stake by 8.7% in Q2 2026, selling an estimated $35K and leaving 4,238 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #313.

SVB Wealth first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.98M in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • SVB Wealth held 4,238 shares of Shell worth $329K as of Q2 2026.
  • SVB Wealth sold 405 Shell shares in Q2 2026, an estimated $35K.
  • Shell made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #313 holding.
  • SVB Wealth first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • SVB Wealth's Shell position peaked at $1.98M in Q3 2023.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.