Callahan Advisors
SHEL icon

Callahan Advisors’s Shell SHEL Stock Holding History

Callahan Advisors’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
Q3 		$239K Sell
2,510
-200
-7% -$18K 0.02% 170
2026
Q2 		$210K Sell
2,710
-1,285
-32% -$111K 0.02% 177
2026
Q1 		$372K Buy
+3,995
New +$323K 0.03% 144

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Callahan Advisors's SHEL Position: Q3 2026 in Review

Callahan Advisors reduced its Shell (SHEL) stake by 7.4% in Q3 2026, selling an estimated $18K and leaving 2,510 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #170.

Callahan Advisors first reported a position in SHEL in Q1 2026 and has held it in 3 quarters since. The position peaked at $372K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Callahan Advisors held 2,510 shares of Shell worth $239K as of Q3 2026.
  • Callahan Advisors sold 200 Shell shares in Q3 2026, an estimated $18K.
  • Shell made up 0.02% of Callahan Advisors's portfolio in Q3 2026, its #170 holding.
  • Callahan Advisors first reported a position in Shell in Q1 2026 and has held it in 3 quarters since.
  • Callahan Advisors's Shell position peaked at $372K in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Callahan Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.