Triune Financial Partners’s Shell SHEL Stock Holding History

Triune Financial Partners’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	$271K	Buy	3,491 +35	+1%	+$3.02K	0.06%	38
2026 Q1	$321K	Buy	3,456 +27	+0.8%	+$2.18K	0.08%	32
2025 Q4	$264K	Buy	3,429 +34	+1%	+$2.5K	0.06%	38
2025 Q3	$243K	Buy	3,395 +34	+1%	+$2.45K	0.06%	37
2025 Q2	$237K	Buy	3,361 +33	+1%	+$2.21K	0.07%	32
2025 Q1	$244K	Buy	3,328 +33	+1%	+$2.22K	0.08%	29
2024 Q4	$206K	Buy	3,295 +37	+1%	+$2.42K	0.07%	32
2024 Q3	$215K	Buy	3,258 +32	+1%	+$2.27K	0.07%	30
2024 Q2	$233K	Buy	3,226 +31	+1%	+$2.22K	0.08%	28
2024 Q1	$214K	Buy	3,195 +32	+1%	+$2.05K	0.07%	30
2023 Q4	$208K	Buy	3,163 +32	+1%	+$2.1K	0.08%	32
2023 Q3	$202K	Buy	+3,131	New	+$195K	0.08%	30

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

Triune Financial Partners's SHEL Position: Q2 2026 in Review

Triune Financial Partners increased its Shell (SHEL) stake by 1% in Q2 2026, buying an estimated $3.02K and bringing the position to 3,491 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #38.

Triune Financial Partners first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $321K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Triune Financial Partners held 3,491 shares of Shell worth $271K as of Q2 2026.
Triune Financial Partners bought 35 Shell shares in Q2 2026, an estimated $3.02K.
Shell made up 0.06% of Triune Financial Partners's portfolio in Q2 2026, its #38 holding.
Triune Financial Partners first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Triune Financial Partners's Shell position peaked at $321K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.