Truvestments Capital’s Shell SHEL Stock Holding History

Truvestments Capital’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	$16.1K	Sell	207 -80	-28%	-$6.91K	﹤0.01%	719
2026 Q1	$26.7K	Buy	287 +80	+39%	+$6.46K	﹤0.01%	584
2025 Q4	$15.2K	Hold	207	–	–	﹤0.01%	632
2025 Q3	$14.8K	Hold	207	–	–	﹤0.01%	651
2025 Q2	$14.6K	Sell	207 -213	-51%	-$14.3K	﹤0.01%	591
2025 Q1	$30.8K	Buy	420 +213	+103%	+$14.3K	0.01%	483
2024 Q4	$13K	Hold	207	–	–	﹤0.01%	565
2024 Q3	$13.7K	Buy	+207	New	+$14.7K	﹤0.01%	541
2024 Q2	–	Sell	-207	Closed	-$13.9K	–	605
2024 Q1	$13.9K	Sell	207 -700	-77%	-$44.9K	0.01%	470
2023 Q4	$59.7K	Buy	907 +700	+338%	+$45.9K	0.03%	299
2023 Q3	$13.3K	Hold	207	–	–	0.01%	429
2023 Q2	$12.5K	Hold	207	–	–	0.01%	433
2023 Q1	$11.9K	Hold	207	–	–	0.01%	423
2022 Q4	$11.8K	Hold	207	–	–	0.01%	442
2022 Q3	$10K	Hold	207	–	–	0.01%	413
2022 Q2	$11K	Buy	+207	New	+$11.6K	0.01%	404

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

Truvestments Capital's SHEL Position: Q2 2026 in Review

Truvestments Capital reduced its Shell (SHEL) stake by 28% in Q2 2026, selling an estimated $6.91K and leaving 207 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Truvestments Capital first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $59.7K in Q4 2023. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Truvestments Capital held 207 shares of Shell worth $16.1K as of Q2 2026.
Truvestments Capital sold 80 Shell shares in Q2 2026, an estimated $6.91K.
Shell made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #719 holding.
Truvestments Capital first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
Truvestments Capital's Shell position peaked at $59.7K in Q4 2023.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.