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Callan Family Office’s Shell SHEL Stock Holding History

Callan 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 		$10.3M Buy
133,184
+1,793
+1% +$155K 0.2% 92
2026
Q1 		$12.2M Buy
131,391
+733
+0.6% +$59.2K 0.28% 70
2025
Q4 		$9.6M Buy
130,658
+36,359
+39% +$2.68M 0.21% 95
2025
Q3 		$6.75M Sell
94,299
-4,504
-5% -$324K 0.22% 105
2025
Q2 		$6.96M Buy
98,803
+56,167
+132% +$3.76M 0.22% 103
2025
Q1 		$3.12M Sell
42,636
-5,073
-11% -$342K 0.23% 96
2024
Q4 		$2.99M Buy
+47,709
New +$3.13M 0.19% 102

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Callan Family Office increased its Shell (SHEL) stake by 1.4% in Q2 2026, buying an estimated $155K and bringing the position to 133,184 shares worth $10.3M. The position accounts for 0.2% of the portfolio, ranked #92.

Callan Family Office first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Callan Family Office held 133,184 shares of Shell worth $10.3M as of Q2 2026.
  • Callan Family Office bought 1,793 Shell shares in Q2 2026, an estimated $155K.
  • Shell made up 0.2% of Callan Family Office's portfolio in Q2 2026, its #92 holding.
  • Callan Family Office first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Shell position peaked at $12.2M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.