Bill Few Associates’s Shell SHEL Stock Holding History

Bill Few Associates’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	$434K	Buy	5,602 +43	+0.8%	+$3.71K	0.09%	138
2026 Q1	$517K	Buy	5,559 +28	+0.5%	+$2.26K	0.12%	120
2025 Q4	$406K	Sell	5,531 -689	-11%	-$50.8K	0.1%	133
2025 Q3	$445K	Sell	6,220 -42	-0.7%	-$3.02K	0.11%	121
2025 Q2	$441K	Buy	6,262 +59	+1%	+$3.96K	0.12%	116
2025 Q1	$455K	Buy	6,203 +10	+0.2%	+$674	0.16%	103
2024 Q4	$388K	Buy	6,193 +330	+6%	+$21.6K	0.14%	115
2024 Q3	$387K	Buy	5,863 +117	+2%	+$8.29K	0.14%	118
2024 Q2	$415K	Hold	5,746	–	–	0.16%	107
2024 Q1	$385K	Buy	5,746 +503	+10%	+$32.2K	0.16%	105
2023 Q4	$345K	Sell	5,243 -250	-5%	-$16.4K	0.16%	108
2023 Q3	$354K	Buy	5,493 +750	+16%	+$46.7K	0.19%	91
2023 Q2	$286K	Hold	4,743	–	–	0.15%	113
2023 Q1	$273K	Buy	4,743 +50	+1%	+$2.94K	0.15%	109
2022 Q4	$267K	Hold	4,693	–	–	0.16%	103
2022 Q3	$233K	Buy	4,693 +100	+2%	+$5.15K	0.16%	102
2022 Q2	$240K	Buy	+4,593	New	+$258K	0.15%	103

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

Bill Few Associates's SHEL Position: Q2 2026 in Review

Bill Few Associates increased its Shell (SHEL) stake by 0.77% in Q2 2026, buying an estimated $3.71K and bringing the position to 5,602 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #138.

Bill Few Associates first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $517K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bill Few Associates held 5,602 shares of Shell worth $434K as of Q2 2026.
Bill Few Associates bought 43 Shell shares in Q2 2026, an estimated $3.71K.
Shell made up 0.09% of Bill Few Associates's portfolio in Q2 2026, its #138 holding.
Bill Few Associates first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Bill Few Associates's Shell position peaked at $517K in Q1 2026.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.