Vann Equity Management’s Shell SHEL Stock Holding History

Vann Equity 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	$616K	Buy	7,942 +122	+2%	+$10.5K	0.37%	77
2026 Q1	$727K	Buy	+7,820	New	+$632K	0.52%	52

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

Vann Equity Management's SHEL Position: Q2 2026 in Review

Vann Equity Management increased its Shell (SHEL) stake by 1.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 7,942 shares worth $616K. The position accounts for 0.37% of the portfolio, ranked #77.

Vann Equity Management first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $727K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Vann Equity Management held 7,942 shares of Shell worth $616K as of Q2 2026.
Vann Equity Management bought 122 Shell shares in Q2 2026, an estimated $10.5K.
Shell made up 0.37% of Vann Equity Management's portfolio in Q2 2026, its #77 holding.
Vann Equity Management first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
Vann Equity Management's Shell position peaked at $727K in Q1 2026.
1,503 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.