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Crestwood Advisors Group’s Shell SHEL Stock Holding History

Crestwood Advisors 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 		$683K Buy
8,813
+1,662
+23% +$143K 0.01% 393
2026
Q1 		$665K Buy
7,151
+648
+10% +$52.4K 0.01% 357
2025
Q4 		$478K Buy
6,503
+72
+1% +$5.3K 0.01% 402
2025
Q3 		$460K Sell
6,431
-6,910
-52% -$498K 0.01% 376
2025
Q2 		$939K Sell
13,341
-1,090
-8% -$73.1K 0.02% 287
2025
Q1 		$1.06M Buy
14,431
+3,062
+27% +$206K 0.02% 265
2024
Q4 		$712K Buy
11,369
+1,556
+16% +$102K 0.01% 270
2024
Q3 		$647K Buy
9,813
+4,196
+75% +$297K 0.01% 265
2024
Q2 		$405K Sell
5,617
-113
-2% -$8.08K 0.01% 308
2024
Q1 		$384K Buy
5,730
+167
+3% +$10.7K 0.01% 313
2023
Q4 		$366K Buy
5,563
+33
+0.6% +$2.17K 0.01% 306
2023
Q3 		$356K Buy
+5,530
New +$344K 0.01% 277

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

Crestwood Advisors Group's SHEL Position: Q2 2026 in Review

Crestwood Advisors Group increased its Shell (SHEL) stake by 23% in Q2 2026, buying an estimated $143K and bringing the position to 8,813 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #393.

Crestwood Advisors Group first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Crestwood Advisors Group held 8,813 shares of Shell worth $683K as of Q2 2026.
  • Crestwood Advisors Group bought 1,662 Shell shares in Q2 2026, an estimated $143K.
  • Shell made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #393 holding.
  • Crestwood Advisors Group first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Shell position peaked at $1.06M in Q1 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.