Caitlin John’s Shell SHEL Stock Holding History

Caitlin John’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	$1.01K	Hold	13	–	–	﹤0.01%	864
2026 Q1	$1.21K	Hold	13	–	–	﹤0.01%	778
2025 Q4	$955	Hold	13	–	–	﹤0.01%	805
2025 Q3	$930	Buy	+13	New	+$936	﹤0.01%	773
2024 Q2	–	Sell	-23	Closed	-$1.54K	–	936
2024 Q1	$1.54K	Hold	23	–	–	﹤0.01%	714
2023 Q4	$1.51K	Buy	+23	New	+$1.51K	﹤0.01%	721

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

Caitlin John's SHEL Position: Q2 2026 in Review

Caitlin John held its Shell (SHEL) position steady in Q2 2026 at 13 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Caitlin John first reported a position in SHEL in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.54K in Q1 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Caitlin John held 13 shares of Shell worth $1.01K as of Q2 2026.
Caitlin John left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #864 holding.
Caitlin John first reported a position in Shell in Q4 2023 and has held it in 6 quarters since.
Caitlin John's Shell position peaked at $1.54K in Q1 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.