Clean Yield Group’s Shell SHEL Stock Holding History

Clean Yield Group’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	$72.1K	Buy	+930	New	+$80.3K	0.02%	218

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

Clean Yield Group's SHEL Position: Q2 2026 in Review

Clean Yield Group opened a new position in Shell (SHEL) in Q2 2026: 930 shares worth $72.1K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings.

1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Clean Yield Group held 930 shares of Shell worth $72.1K as of Q2 2026.
Shell was a new Clean Yield Group position in Q2 2026.
Shell made up 0.02% of Clean Yield Group's portfolio in Q2 2026, its #218 holding.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.