Beaton Management Company’s Shell SHEL Stock Holding History

Beaton Management Company’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	$445K	Sell	5,740 -450	-7%	-$38.8K	0.18%	106
2026 Q1	$576K	Sell	6,190 -200	-3%	-$16.2K	0.26%	82
2025 Q4	$470K	Sell	6,390 -60	-0.9%	-$4.42K	0.21%	94
2025 Q3	$461K	Hold	6,450	–	–	0.21%	93
2025 Q2	$454K	Hold	6,450	–	–	0.22%	95
2025 Q1	$473K	Hold	6,450	–	–	0.25%	88
2024 Q4	$404K	Hold	6,450	–	–	0.2%	100
2024 Q3	$425K	Hold	6,450	–	–	0.22%	99
2024 Q2	$464K	Hold	6,450	–	–	0.25%	89
2024 Q1	$432K	Hold	6,450	–	–	0.24%	95
2023 Q4	$424K	Hold	6,450	–	–	0.25%	91
2023 Q3	$415K	Hold	6,450	–	–	0.27%	85
2023 Q2	$389K	Hold	6,450	–	–	0.25%	89
2023 Q1	$371K	Hold	6,450	–	–	0.25%	91
2022 Q4	$367K	Hold	6,450	–	–	0.25%	93
2022 Q3	$321K	Hold	6,450	–	–	0.24%	96
2022 Q2	$337K	Sell	6,450 -163	-2%	-$9.16K	0.24%	95
2022 Q1	$363K	Buy	+6,613	New	+$351K	0.22%	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

Beaton Management Company's SHEL Position: Q2 2026 in Review

Beaton Management Company reduced its Shell (SHEL) stake by 7.3% in Q2 2026, selling an estimated $38.8K and leaving 5,740 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #106.

Beaton Management Company first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $576K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Beaton Management Company held 5,740 shares of Shell worth $445K as of Q2 2026.
Beaton Management Company sold 450 Shell shares in Q2 2026, an estimated $38.8K.
Shell made up 0.18% of Beaton Management Company's portfolio in Q2 2026, its #106 holding.
Beaton Management Company first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Beaton Management Company's Shell position peaked at $576K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.