Syverson Strege & Co’s Shell SHEL Stock Holding History

Syverson Strege & Co’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	$310K	Sell	3,993 -148	-4%	-$12.8K	0.07%	128
2026 Q1	$385K	Sell	4,141 -9	-0.2%	-$727	0.09%	95
2025 Q4	$305K	Sell	4,150 -83	-2%	-$6.11K	0.07%	116
2025 Q3	$303K	Sell	4,233 -700	-14%	-$50.4K	0.07%	114
2025 Q2	$347K	Buy	+4,933	New	+$331K	0.08%	100
2023 Q2	–	Sell	-2,478	Closed	-$143K	–	517
2023 Q1	$143K	Buy	2,478 +937	+61%	+$55.1K	0.06%	71
2022 Q4	$87.7K	Hold	1,541	–	–	0.04%	101
2022 Q3	$77K	Sell	1,541 -402	-21%	-$20.7K	0.04%	100
2022 Q2	$102K	Buy	+1,943	New	+$109K	0.04%	99

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

Syverson Strege & Co's SHEL Position: Q2 2026 in Review

Syverson Strege & Co reduced its Shell (SHEL) stake by 3.6% in Q2 2026, selling an estimated $12.8K and leaving 3,993 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #128.

Syverson Strege & Co first reported a position in SHEL in Q2 2022 and has held it in 9 quarters since. The position peaked at $385K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Syverson Strege & Co held 3,993 shares of Shell worth $310K as of Q2 2026.
Syverson Strege & Co sold 148 Shell shares in Q2 2026, an estimated $12.8K.
Shell made up 0.07% of Syverson Strege & Co's portfolio in Q2 2026, its #128 holding.
Syverson Strege & Co first reported a position in Shell in Q2 2022 and has held it in 9 quarters since.
Syverson Strege & Co's Shell position peaked at $385K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.