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Beese Fulmer Investment Management’s Shell SHEL Stock Holding History

Beese Fulmer Investment 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 		$1.37M Sell
17,638
-115
-0.6% -$9.93K 0.08% 137
2026
Q1 		$1.65M Sell
17,753
-24,337
-58% -$1.97M 0.11% 118
2025
Q4 		$1.55M Buy
42,090
+22,187
+111% +$1.63M 0.1% 115
2025
Q3 		$1.42M Hold
19,903
– – 0.1% 120
2025
Q2 		$1.4M Buy
19,903
+114
+0.6% +$7.64K 0.1% 122
2025
Q1 		$1.45M Buy
19,789
+34
+0.2% +$2.29K 0.12% 106
2024
Q4 		$1.24M Sell
19,755
-194
-1% -$12.7K 0.11% 111
2024
Q3 		$1.32M Hold
19,949
– – 0.11% 107
2024
Q2 		$1.44M Buy
19,949
+360
+2% +$25.7K 0.13% 100
2024
Q1 		$1.31M Sell
19,589
-405
-2% -$26K 0.12% 111
2023
Q4 		$1.32M Hold
19,994
– – 0.14% 106
2023
Q3 		$1.29M Sell
19,994
-400
-2% -$24.9K 0.15% 104
2023
Q2 		$1.23M Buy
20,394
+339
+2% +$20.3K 0.13% 109
2023
Q1 		$1.15M Sell
20,055
-100
-0.5% -$5.88K 0.13% 110
2022
Q4 		$1.15M Sell
20,155
-351
-2% -$19.3K 0.14% 114
2022
Q3 		$1.02M Buy
20,506
+2,279
+13% +$117K 0.14% 113
2022
Q2 		$953K Sell
18,227
-500
-3% -$28.1K 0.12% 117
2022
Q1 		$1.03M Buy
+18,727
New +$994K 0.11% 120

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Beese Fulmer Investment Management's SHEL Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Shell (SHEL) stake by 0.65% in Q2 2026, selling an estimated $9.93K and leaving 17,638 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #137.

Beese Fulmer Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.65M in Q1 2026. 614 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Beese Fulmer Investment Management held 17,638 shares of Shell worth $1.37M as of Q2 2026.
  • Beese Fulmer Investment Management sold 115 Shell shares in Q2 2026, an estimated $9.93K.
  • Shell made up 0.08% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #137 holding.
  • Beese Fulmer Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Beese Fulmer Investment Management's Shell position peaked at $1.65M in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.