Cullinan Associates’s Shell SHEL Stock Holding History

Cullinan Associates’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 Q3	$485K	Hold	5,100	–	–	0.04%	164
2026 Q2	$395K	Hold	5,100	–	–	0.03%	173
2026 Q1	$474K	Hold	5,100	–	–	0.04%	161
2025 Q4	$375K	Hold	5,100	–	–	0.03%	178
2025 Q3	$365K	Hold	5,100	–	–	0.02%	182
2025 Q2	$359K	Hold	5,100	–	–	0.02%	189
2025 Q1	$374K	Hold	5,100	–	–	0.03%	184
2024 Q4	$320K	Sell	5,100 -2,100	-29%	-$138K	0.02%	191
2024 Q3	$484K	Hold	7,200	–	–	0.03%	184
2024 Q2	$520K	Hold	7,200	–	–	0.03%	180
2024 Q1	$483K	Sell	7,200 -400	-5%	-$25.6K	0.03%	188
2023 Q4	$500K	Buy	7,600 +3,529	+87%	+$232K	0.03%	182
2023 Q3	$262K	Buy	4,071 +371	+10%	+$23.1K	0.02%	227
2023 Q2	$223K	Hold	3,700	–	–	0.01%	239
2023 Q1	$213K	Hold	3,700	–	–	0.01%	236
2022 Q4	$211K	Buy	+3,700	New	+$204K	0.01%	265
2022 Q2	–	Sell	-3,700	Closed	-$203K	–	242
2022 Q1	$203K	Buy	+3,700	New	+$196K	0.01%	231

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Cullinan Associates's SHEL Position: Q3 2026 in Review

Cullinan Associates held its Shell (SHEL) position steady in Q3 2026 at 5,100 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #164.

Cullinan Associates first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $520K in Q2 2024. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Cullinan Associates held 5,100 shares of Shell worth $485K as of Q3 2026.
Cullinan Associates left its Shell share count unchanged in Q3 2026.
Shell made up 0.04% of Cullinan Associates's portfolio in Q3 2026, its #164 holding.
Cullinan Associates first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Cullinan Associates's Shell position peaked at $520K in Q2 2024.
1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Cullinan Associates's 13F filing for Q3 2026, filed 3 Nov 2026.