Costello Asset Management’s Shell SHEL Stock Holding History

Costello Asset Management’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	$7.75K	Hold	100	–	–	﹤0.01%	530
2026 Q1	$9.3K	Buy	+100	New	+$8.08K	﹤0.01%	488
2024 Q4	–	Sell	-200	Closed	-$13.2K	–	199
2024 Q3	$13.2K	Hold	200	–	–	0.01%	135
2024 Q2	$14.4K	Hold	200	–	–	0.01%	118
2024 Q1	$13.4K	Hold	200	–	–	0.01%	136
2023 Q4	$13.2K	Hold	200	–	–	0.01%	129
2023 Q3	$12.9K	Hold	200	–	–	0.01%	135
2023 Q2	$12.1K	Hold	200	–	–	0.01%	136
2023 Q1	$11.5K	Hold	200	–	–	0.01%	142
2022 Q4	$11.4K	Hold	200	–	–	0.01%	145
2022 Q3	$10K	Hold	200	–	–	0.01%	154
2022 Q2	$10K	Hold	200	–	–	0.01%	165
2022 Q1	$11K	Buy	+200	New	+$10.6K	0.01%	172

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

Costello Asset Management's SHEL Position: Q2 2026 in Review

Costello Asset Management held its Shell (SHEL) position steady in Q2 2026 at 100 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Costello Asset Management first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $14.4K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Costello Asset Management held 100 shares of Shell worth $7.75K as of Q2 2026.
Costello Asset Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #530 holding.
Costello Asset Management first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
Costello Asset Management's Shell position peaked at $14.4K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.