Syntax Research’s Shell SHEL Stock Holding History

Syntax Research’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	$6.44K	Hold	83	–	–	﹤0.01%	159
2026 Q1	$7.72K	Hold	83	–	–	﹤0.01%	152
2025 Q4	$6.1K	Hold	83	–	–	﹤0.01%	157
2025 Q3	$5.94K	Hold	83	–	–	﹤0.01%	157
2025 Q2	$5.84K	Hold	83	–	–	﹤0.01%	151
2025 Q1	$6.08K	Hold	83	–	–	﹤0.01%	155
2024 Q4	$5.2K	Hold	83	–	–	﹤0.01%	167
2024 Q3	$5.47K	Hold	83	–	–	﹤0.01%	167
2024 Q2	$5.99K	Hold	83	–	–	﹤0.01%	149
2024 Q1	$5.57K	Hold	83	–	–	﹤0.01%	153
2023 Q4	$5.46K	Hold	83	–	–	﹤0.01%	156
2023 Q3	$5.34K	Buy	+83	New	+$5.17K	﹤0.01%	159

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

Syntax Research's SHEL Position: Q2 2026 in Review

Syntax Research held its Shell (SHEL) position steady in Q2 2026 at 83 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Syntax Research first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.72K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Syntax Research held 83 shares of Shell worth $6.44K as of Q2 2026.
Syntax Research left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Syntax Research's portfolio in Q2 2026, its #159 holding.
Syntax Research first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Syntax Research's Shell position peaked at $7.72K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.