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Venture Visionary Partners’s Shell SHEL Stock Holding History

Venture Visionary 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 		$474K Sell
6,114
-62
-1% -$5.35K 0.01% 482
2026
Q1 		$574K Sell
6,176
-502
-8% -$40.6K 0.02% 402
2025
Q4 		$491K Buy
6,678
+4
+0.1% +$295 0.02% 436
2025
Q3 		$477K Sell
6,674
-996
-13% -$71.7K 0.02% 430
2025
Q2 		$540K Buy
7,670
+4
+0.1% +$268 0.02% 388
2025
Q1 		$562K Buy
7,666
+987
+15% +$66.5K 0.02% 361
2024
Q4 		$418K Buy
6,679
+44
+0.7% +$2.88K 0.02% 401
2024
Q3 		$438K Sell
6,635
-500
-7% -$35.4K 0.02% 400
2024
Q2 		$515K Buy
7,135
+578
+9% +$41.3K 0.02% 367
2024
Q1 		$440K Sell
6,557
-595
-8% -$38.1K 0.02% 400
2023
Q4 		$471K Sell
7,152
-770
-10% -$50.5K 0.02% 360
2023
Q3 		$510K Buy
7,922
+1,729
+28% +$108K 0.03% 329
2023
Q2 		$374K Sell
6,193
-4,000
-39% -$240K 0.02% 390
2023
Q1 		$587K Hold
10,193
– – 0.04% 312
2022
Q4 		$580K Sell
10,193
-1,922
-16% -$106K 0.04% 297
2022
Q3 		$602K Buy
12,115
+500
+4% +$25.8K 0.05% 269
2022
Q2 		$607K Hold
11,615
– – 0.05% 261
2022
Q1 		$638K Buy
+11,615
New +$617K 0.04% 285

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Venture Visionary Partners's SHEL Position: Q2 2026 in Review

Venture Visionary Partners reduced its Shell (SHEL) stake by 1% in Q2 2026, selling an estimated $5.35K and leaving 6,114 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #482.

Venture Visionary Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $638K in Q1 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Venture Visionary Partners held 6,114 shares of Shell worth $474K as of Q2 2026.
  • Venture Visionary Partners sold 62 Shell shares in Q2 2026, an estimated $5.35K.
  • Shell made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #482 holding.
  • Venture Visionary Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Venture Visionary Partners's Shell position peaked at $638K in Q1 2022.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.