Clifford Swan Investment Counsel’s Shell SHEL Stock Holding History

Clifford Swan Investment Counsel’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	$872K	Sell	11,246 -90	-0.8%	-$7.77K	0.03%	184
2026 Q1	$1.05M	Hold	11,336	–	–	0.04%	173
2025 Q4	$833K	Sell	11,336 -1,200	-10%	-$88.4K	0.03%	183
2025 Q3	$897K	Sell	12,536 -1,725	-12%	-$124K	0.03%	184
2025 Q2	$1M	Sell	14,261 -108	-0.8%	-$7.24K	0.04%	175
2025 Q1	$1.05M	Hold	14,369	–	–	0.04%	172
2024 Q4	$900K	Sell	14,369 -236	-2%	-$15.5K	0.03%	179
2024 Q3	$963K	Sell	14,605 -1,396	-9%	-$98.9K	0.03%	184
2024 Q2	$1.15M	Sell	16,001 -113	-0.7%	-$8.08K	0.04%	167
2024 Q1	$1.08M	Sell	16,114 -178	-1%	-$11.4K	0.04%	171
2023 Q4	$1.07M	Sell	16,292 -265	-2%	-$17.4K	0.04%	172
2023 Q3	$1.07M	Hold	16,557	–	–	0.04%	165
2023 Q2	$1,000K	Sell	16,557 -17	-0.1%	-$1.02K	0.04%	171
2023 Q1	$954K	Buy	16,574 +1,259	+8%	+$74.1K	0.04%	173
2022 Q4	$872K	Hold	15,315	–	–	0.04%	175
2022 Q3	$762K	Sell	15,315 -755	-5%	-$38.9K	0.04%	183
2022 Q2	$840K	Sell	16,070 -592	-4%	-$33.3K	0.04%	182
2022 Q1	$915K	Buy	+16,662	New	+$885K	0.03%	191

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

Clifford Swan Investment Counsel's SHEL Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Shell (SHEL) stake by 0.79% in Q2 2026, selling an estimated $7.77K and leaving 11,246 shares worth $872K. The position accounts for 0.03% of the portfolio, ranked #184.

Clifford Swan Investment Counsel first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.15M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Clifford Swan Investment Counsel held 11,246 shares of Shell worth $872K as of Q2 2026.
Clifford Swan Investment Counsel sold 90 Shell shares in Q2 2026, an estimated $7.77K.
Shell made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #184 holding.
Clifford Swan Investment Counsel first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Clifford Swan Investment Counsel's Shell position peaked at $1.15M in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.