Boston Family Office’s Shell SHEL Stock Holding History

Boston Family Office’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	$582K	Sell	7,509 -250	-3%	-$21.6K	0.04%	211
2026 Q1	$722K	Sell	7,759 -610	-7%	-$49.3K	0.05%	191
2025 Q4	$615K	Sell	8,369 -50	-0.6%	-$3.68K	0.04%	197
2025 Q3	$602K	Hold	8,419	–	–	0.04%	196
2025 Q2	$593K	Sell	8,419 -83	-1%	-$5.56K	0.04%	195
2025 Q1	$623K	Hold	8,502	–	–	0.04%	183
2024 Q4	$533K	Hold	8,502	–	–	0.04%	189
2024 Q3	$561K	Hold	8,502	–	–	0.04%	193
2024 Q2	$614K	Hold	8,502	–	–	0.04%	179
2024 Q1	$570K	Hold	8,502	–	–	0.04%	182
2023 Q4	$559K	Sell	8,502 -78	-0.9%	-$5.12K	0.04%	180
2023 Q3	$552K	Hold	8,580	–	–	0.05%	176
2023 Q2	$518K	Hold	8,580	–	–	0.04%	187
2023 Q1	$494K	Buy	8,580 +78	+0.9%	+$4.59K	0.04%	190
2022 Q4	$484K	Sell	8,502 -848	-9%	-$46.7K	0.04%	199
2022 Q3	$466K	Hold	9,350	–	–	0.04%	198
2022 Q2	$489K	Hold	9,350	–	–	0.04%	200
2022 Q1	$514K	Buy	+9,350	New	+$496K	0.04%	203

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

Boston Family Office's SHEL Position: Q2 2026 in Review

Boston Family Office reduced its Shell (SHEL) stake by 3.2% in Q2 2026, selling an estimated $21.6K and leaving 7,509 shares worth $582K. The position accounts for 0.04% of the portfolio, ranked #211.

Boston Family Office first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $722K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Boston Family Office held 7,509 shares of Shell worth $582K as of Q2 2026.
Boston Family Office sold 250 Shell shares in Q2 2026, an estimated $21.6K.
Shell made up 0.04% of Boston Family Office's portfolio in Q2 2026, its #211 holding.
Boston Family Office first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Boston Family Office's Shell position peaked at $722K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.