VeraBank’s Shell SHEL Stock Holding History

VeraBank’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	$587K	Sell	7,568 -1,823	-19%	-$157K	0.1%	105
2026 Q1	$873K	Sell	9,391 -183	-2%	-$14.8K	0.16%	87
2025 Q4	$703K	Sell	9,574 -312	-3%	-$23K	0.13%	100
2025 Q3	$707K	Sell	9,886 -842	-8%	-$60.6K	0.13%	102
2025 Q2	$755K	Buy	+10,728	New	+$719K	0.15%	98

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

VeraBank's SHEL Position: Q2 2026 in Review

VeraBank reduced its Shell (SHEL) stake by 19% in Q2 2026, selling an estimated $157K and leaving 7,568 shares worth $587K. The position accounts for 0.1% of the portfolio, ranked #105.

VeraBank first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $873K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

VeraBank held 7,568 shares of Shell worth $587K as of Q2 2026.
VeraBank sold 1,823 Shell shares in Q2 2026, an estimated $157K.
Shell made up 0.1% of VeraBank's portfolio in Q2 2026, its #105 holding.
VeraBank first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
VeraBank's Shell position peaked at $873K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.