Boit C.F. David’s Shell SHEL Stock Holding History

Boit C.F. David’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	–	Sell	-2,000	Closed	-$186K	–	106
2026 Q1	$186K	Hold	2,000	–	–	0.08%	89
2025 Q4	$142K	Hold	2,000	–	–	0.06%	91
2025 Q3	$143K	Hold	2,000	–	–	0.06%	91
2025 Q2	$141K	Hold	2,000	–	–	0.07%	90
2025 Q1	$147K	Hold	2,000	–	–	0.07%	92
2024 Q4	$125K	Hold	2,000	–	–	0.05%	95
2024 Q3	$136K	Hold	2,000	–	–	0.07%	92
2024 Q2	$144K	Buy	+2,000	New	+$143K	0.08%	92
2024 Q1	–	Sell	-2,000	Closed	-$134K	–	125
2023 Q4	$134K	Hold	2,000	–	–	0.08%	96
2023 Q3	$127K	Hold	2,000	–	–	0.09%	74
2023 Q2	$121K	Hold	2,000	–	–	0.08%	77
2023 Q1	$123K	Buy	+2,000	New	+$118K	0.08%	76

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

Boit C.F. David's SHEL Position: Q2 2026 in Review

Boit C.F. David sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,000 shares — an estimated $186K sold.

Boit C.F. David first reported a position in SHEL in Q1 2023 and held it in 12 quarters. The position peaked at $186K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Boit C.F. David reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Boit C.F. David sold 2,000 Shell shares in Q2 2026, an estimated $186K.
Boit C.F. David first reported a position in Shell in Q1 2023 and held it in 12 quarters.
Boit C.F. David's Shell position peaked at $186K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.