Tandem Capital Management’s Shell SHEL Stock Holding History

Tandem Capital 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	$289K	Buy	3,725 +475	+15%	+$41K	0.12%	102
2026 Q1	$302K	Hold	3,250	–	–	0.15%	94
2025 Q4	$239K	Hold	3,250	–	–	0.11%	109
2025 Q3	$232K	Sell	3,250 -10	-0.3%	-$720	0.11%	108
2025 Q2	$230K	Sell	3,260 -20,114	-86%	-$1.35M	0.12%	105
2025 Q1	$1.71M	Sell	23,374 -348	-1%	-$23.4K	0.96%	37
2024 Q4	$1.49M	Sell	23,722 -1,720	-7%	-$113K	0.8%	42
2024 Q3	$1.68M	Sell	25,442 -1,800	-7%	-$127K	0.88%	39
2024 Q2	$2M	Sell	27,242 -350	-1%	-$25K	1.09%	31
2024 Q1	$1.85M	Buy	27,592 +566	+2%	+$36.3K	1.05%	33
2023 Q4	$1.78M	Sell	27,026 -220	-0.8%	-$14.4K	1.1%	34
2023 Q3	$1.75M	Sell	27,246 -207	-0.8%	-$12.9K	1.2%	33
2023 Q2	$1.66M	Hold	27,453	–	–	1.08%	35
2023 Q1	$1.58M	Buy	27,453 +9,208	+50%	+$542K	1.11%	34
2022 Q4	$1.04M	Buy	18,245 +3,105	+21%	+$171K	0.82%	47
2022 Q3	$802K	Buy	15,140 +6,135	+68%	+$316K	0.68%	50
2022 Q2	$471K	Buy	9,005 +2,050	+29%	+$115K	0.38%	62
2022 Q1	$386K	Buy	+6,955	New	+$369K	0.27%	72

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

Tandem Capital Management's SHEL Position: Q2 2026 in Review

Tandem Capital Management increased its Shell (SHEL) stake by 15% in Q2 2026, buying an estimated $41K and bringing the position to 3,725 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #102.

Tandem Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Tandem Capital Management held 3,725 shares of Shell worth $289K as of Q2 2026.
Tandem Capital Management bought 475 Shell shares in Q2 2026, an estimated $41K.
Shell made up 0.12% of Tandem Capital Management's portfolio in Q2 2026, its #102 holding.
Tandem Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Tandem Capital Management's Shell position peaked at $2M in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.