American Financial Group’s Shell SHEL Stock Holding History

American Financial Group’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 Q1	$1.35M	Hold	14,500	–	–	0.5%	31
2025 Q4	$1.07M	Hold	14,500	–	–	0.39%	34
2025 Q3	$1.04M	Hold	14,500	–	–	0.4%	32
2025 Q2	$1.02M	Hold	14,500	–	–	0.38%	33
2025 Q1	$1.06M	Hold	14,500	–	–	0.45%	32
2024 Q4	$908K	Hold	14,500	–	–	0.41%	35
2024 Q3	$956K	Hold	14,500	–	–	0.41%	41
2024 Q2	$1.05M	Hold	14,500	–	–	0.45%	39
2024 Q1	$972K	Hold	14,500	–	–	0.37%	43
2023 Q4	$954K	Hold	14,500	–	–	0.35%	46
2023 Q3	$934K	Hold	14,500	–	–	0.32%	53
2023 Q2	$876K	Hold	14,500	–	–	0.27%	58
2023 Q1	$834K	Hold	14,500	–	–	0.26%	56
2022 Q4	$826K	Hold	14,500	–	–	0.28%	57
2022 Q3	$722K	Hold	14,500	–	–	0.25%	58
2022 Q2	$758K	Hold	14,500	–	–	0.26%	56
2022 Q1	$796K	Buy	+14,500	New	+$770K	0.24%	57

Other funds holding SHEL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return