Y.D. More Investments’s Shell SHEL Stock Holding History

Y.D. More Investments’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	$31K	Hold	400	–	–	﹤0.01%	347
2026 Q1	$37.2K	Hold	400	–	–	﹤0.01%	318
2025 Q4	$29.4K	Hold	400	–	–	﹤0.01%	321
2025 Q3	$28.6K	Hold	400	–	–	﹤0.01%	323
2025 Q2	$28.2K	Hold	400	–	–	﹤0.01%	334
2025 Q1	$29.3K	Hold	400	–	–	﹤0.01%	339
2024 Q4	$25.1K	Hold	400	–	–	﹤0.01%	329
2024 Q3	$26.4K	Hold	400	–	–	﹤0.01%	323
2024 Q2	$28.9K	Hold	400	–	–	﹤0.01%	325
2024 Q1	$26.8K	Sell	400 -400	-50%	-$25.6K	﹤0.01%	276
2023 Q4	$52.6K	Sell	800 -1,100	-58%	-$72.2K	0.01%	240
2023 Q3	$122K	Sell	1,900 -200	-10%	-$12.4K	0.02%	180
2023 Q2	$127K	Sell	2,100 -800	-28%	-$48K	0.03%	160
2023 Q1	$167K	Sell	2,900 -4,350	-60%	-$256K	0.04%	142
2022 Q4	$411K	Buy	+7,250	New	+$400K	0.1%	118

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

Y.D. More Investments's SHEL Position: Q2 2026 in Review

Y.D. More Investments held its Shell (SHEL) position steady in Q2 2026 at 400 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Y.D. More Investments first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $411K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Y.D. More Investments held 400 shares of Shell worth $31K as of Q2 2026.
Y.D. More Investments left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #347 holding.
Y.D. More Investments first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's Shell position peaked at $411K in Q4 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.