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Crossmark Global Holdings’s Shell SHEL Stock Holding History

Crossmark Global Holdings’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 		$14.1M Buy
181,261
+6,217
+4% +$537K 0.18% 130
2026
Q1 		$16.3M Sell
175,044
-165,058
-49% -$13.3M 0.24% 98
2025
Q4 		$25M Sell
340,102
-20,590
-6% -$1.52M 0.36% 58
2025
Q3 		$25.8M Sell
360,692
-21,519
-6% -$1.55M 0.39% 54
2025
Q2 		$26.9M Buy
382,211
+3,986
+1% +$267K 0.43% 45
2025
Q1 		$27.7M Sell
378,225
-16,367
-4% -$1.1M 0.49% 37
2024
Q4 		$24.7M Buy
394,592
+148,823
+61% +$9.75M 0.45% 43
2024
Q3 		$16.2M Buy
245,769
+76,333
+45% +$5.41M 0.29% 83
2024
Q2 		$12.2M Sell
169,436
-1,549
-0.9% -$111K 0.23% 102
2024
Q1 		$11.5M Sell
170,985
-6,253
-4% -$401K 0.22% 115
2023
Q4 		$11.7M Sell
177,238
-1,463
-0.8% -$96K 0.24% 101
2023
Q3 		$11.9M Sell
178,701
-4,862
-3% -$303K 0.27% 93
2023
Q2 		$11.2M Buy
183,563
+2,514
+1% +$151K 0.24% 113
2023
Q1 		$10.4M Buy
181,049
+1,310
+0.7% +$77.1K 0.25% 110
2022
Q4 		$10.2M Sell
179,739
-28,554
-14% -$1.57M 0.26% 108
2022
Q3 		$10.4M Buy
208,293
+59,373
+40% +$3.06M 0.29% 80
2022
Q2 		$7.79M Sell
148,920
-600
-0.4% -$33.7K 0.2% 132
2022
Q1 		$8.21M Buy
+149,520
New +$7.94M 0.18% 146

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

Crossmark Global Holdings's SHEL Position: Q2 2026 in Review

Crossmark Global Holdings increased its Shell (SHEL) stake by 3.6% in Q2 2026, buying an estimated $537K and bringing the position to 181,261 shares worth $14.1M. The position accounts for 0.18% of the portfolio, ranked #130.

Crossmark Global Holdings first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $27.7M in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Crossmark Global Holdings held 181,261 shares of Shell worth $14.1M as of Q2 2026.
  • Crossmark Global Holdings bought 6,217 Shell shares in Q2 2026, an estimated $537K.
  • Shell made up 0.18% of Crossmark Global Holdings's portfolio in Q2 2026, its #130 holding.
  • Crossmark Global Holdings first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Crossmark Global Holdings's Shell position peaked at $27.7M in Q1 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.