American Money Management’s Shell SHEL Stock Holding History

American Money 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	$329K	Sell	4,249 -350	-8%	-$30.2K	0.05%	138
2026 Q1	$428K	Sell	4,599 -473	-9%	-$38.2K	0.07%	106
2025 Q4	$373K	Sell	5,072 -72	-1%	-$5.3K	0.06%	116
2025 Q3	$368K	Buy	+5,144	New	+$370K	0.06%	114

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

American Money Management's SHEL Position: Q2 2026 in Review

American Money Management reduced its Shell (SHEL) stake by 7.6% in Q2 2026, selling an estimated $30.2K and leaving 4,249 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #138.

American Money Management first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $428K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

American Money Management held 4,249 shares of Shell worth $329K as of Q2 2026.
American Money Management sold 350 Shell shares in Q2 2026, an estimated $30.2K.
Shell made up 0.05% of American Money Management's portfolio in Q2 2026, its #138 holding.
American Money Management first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
American Money Management's Shell position peaked at $428K in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.