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Calton & Associates’s Shell SHEL Stock Holding History

Calton & Associates’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 		$521K Buy
6,722
+4,148
+161% +$358K 0.08% 224
2026
Q1 		$239K Sell
2,574
-5,006
-66% -$405K 0.03% 372
2025
Q4 		$557K Buy
7,580
+504
+7% +$37.1K 0.08% 228
2025
Q3 		$506K Buy
+7,076
New +$510K 0.08% 236

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

Calton & Associates's SHEL Position: Q2 2026 in Review

Calton & Associates increased its Shell (SHEL) stake by 161% in Q2 2026, buying an estimated $358K and bringing the position to 6,722 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #224.

Calton & Associates first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $557K in Q4 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Calton & Associates held 6,722 shares of Shell worth $521K as of Q2 2026.
  • Calton & Associates bought 4,148 Shell shares in Q2 2026, an estimated $358K.
  • Shell made up 0.08% of Calton & Associates's portfolio in Q2 2026, its #224 holding.
  • Calton & Associates first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Calton & Associates's Shell position peaked at $557K in Q4 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.