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Synergy Investment Management’s Shell SHEL Stock Holding History

Synergy Investment Management’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 		$18.6K Buy
231
+61
+36% +$5.27K ﹤0.01% 534
2026
Q1 		$15.8K Buy
+170
New +$13.7K 0.01% 439
2025
Q2 		– Sell
-300
Closed -$22K – 476
2025
Q1 		$22K Hold
300
– – 0.01% 302
2024
Q4 		$18.8K Buy
+300
New +$19.7K 0.01% 327

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

Synergy Investment Management's SHEL Position: Q2 2026 in Review

Synergy Investment Management increased its Shell (SHEL) stake by 36% in Q2 2026, buying an estimated $5.27K and bringing the position to 231 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Synergy Investment Management first reported a position in SHEL in Q4 2024 and has held it in 4 quarters since. The position peaked at $22K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Synergy Investment Management held 231 shares of Shell worth $18.6K as of Q2 2026.
  • Synergy Investment Management bought 61 Shell shares in Q2 2026, an estimated $5.27K.
  • Shell made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #534 holding.
  • Synergy Investment Management first reported a position in Shell in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Shell position peaked at $22K in Q1 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.