Cullen Capital Management’s Shell SHEL Stock Holding History

Cullen Capital 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	$34.8M	Buy	448,464 +149,430	+50%	+$12.9M	0.34%	73
2026 Q1	$27.8M	Sell	299,034 -181,313	-38%	-$14.7M	0.29%	78
2025 Q4	$35.3M	Sell	480,347 -9,284	-2%	-$684K	0.39%	71
2025 Q3	$35M	Buy	489,631 +4,253	+0.9%	+$306K	0.38%	65
2025 Q2	$34.2M	Buy	485,378 +25,339	+6%	+$1.7M	0.39%	64
2025 Q1	$33.7M	Buy	460,039 +16,185	+4%	+$1.09M	0.39%	61
2024 Q4	$27.8M	Sell	443,854 -3,876	-0.9%	-$254K	0.32%	62
2024 Q3	$29.5M	Sell	447,730 -5,601	-1%	-$397K	0.32%	58
2024 Q2	$32.7M	Buy	453,331 +1,045	+0.2%	+$74.7K	0.38%	62
2024 Q1	$30.3M	Buy	452,286 +170,910	+61%	+$11M	0.34%	57
2023 Q4	$18.5M	Sell	281,376 -373,627	-57%	-$24.5M	0.27%	69
2023 Q3	$42.2M	Sell	655,003 -10,566	-2%	-$658K	0.49%	53
2023 Q2	$40.2M	Sell	665,569 -54,422	-8%	-$3.27M	0.36%	69
2023 Q1	$41.4M	Sell	719,991 -263,938	-27%	-$15.5M	0.38%	63
2022 Q4	$56M	Sell	983,929 -6,210	-0.6%	-$342K	0.72%	46
2022 Q3	$49.3M	Sell	990,139 -8,201	-0.8%	-$423K	0.53%	48
2022 Q2	$52.2M	Buy	998,340 +296,271	+42%	+$16.6M	0.52%	56
2022 Q1	$38.6M	Buy	+702,069	New	+$37.3M	0.36%	65

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

Cullen Capital Management's SHEL Position: Q2 2026 in Review

Cullen Capital Management increased its Shell (SHEL) stake by 50% in Q2 2026, buying an estimated $12.9M and bringing the position to 448,464 shares worth $34.8M. The position accounts for 0.34% of the portfolio, ranked #73.

Cullen Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $56M in Q4 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cullen Capital Management held 448,464 shares of Shell worth $34.8M as of Q2 2026.
Cullen Capital Management bought 149,430 Shell shares in Q2 2026, an estimated $12.9M.
Shell made up 0.34% of Cullen Capital Management's portfolio in Q2 2026, its #73 holding.
Cullen Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Cullen Capital Management's Shell position peaked at $56M in Q4 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cullen Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.