Boyd Watterson Asset Management’s Shell SHEL Stock Holding History

Boyd Watterson Asset 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	$506K	Hold	6,526	–	–	0.14%	98
2026 Q1	$607K	Sell	6,526 -2,000	-23%	-$162K	0.19%	90
2025 Q4	$626K	Hold	8,526	–	–	0.18%	90
2025 Q3	$610K	Sell	8,526 -79	-0.9%	-$5.69K	0.18%	89
2025 Q2	$606K	Hold	8,605	–	–	0.19%	88
2025 Q1	$631K	Hold	8,605	–	–	0.2%	85
2024 Q4	$539K	Hold	8,605	–	–	0.15%	95
2024 Q3	$568K	Sell	8,605 -8	-0.1%	-$567	0.16%	88
2024 Q2	$622K	Hold	8,613	–	–	0.18%	80
2024 Q1	$577K	Hold	8,613	–	–	0.21%	79
2023 Q4	$567K	Hold	8,613	–	–	0.22%	79
2023 Q3	$555K	Hold	8,613	–	–	0.24%	76
2023 Q2	$520K	Hold	8,613	–	–	0.21%	89
2023 Q1	$496K	Hold	8,613	–	–	0.2%	92
2022 Q4	$491K	Hold	8,613	–	–	0.2%	95
2022 Q3	$429K	Hold	8,613	–	–	0.19%	96
2022 Q2	$450K	Hold	8,613	–	–	0.19%	100
2022 Q1	$473K	Buy	+8,613	New	+$457K	0.17%	104

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

Boyd Watterson Asset Management's SHEL Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Shell (SHEL) position steady in Q2 2026 at 6,526 shares worth $506K. The position accounts for 0.14% of the portfolio, ranked #98.

Boyd Watterson Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $631K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Boyd Watterson Asset Management held 6,526 shares of Shell worth $506K as of Q2 2026.
Boyd Watterson Asset Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.14% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #98 holding.
Boyd Watterson Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Boyd Watterson Asset Management's Shell position peaked at $631K in Q1 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.