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Cutler Capital Management’s Shell SHEL Stock Holding History

Cutler 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 		$8.48M Sell
109,361
-1,340
-1% -$116K 2.2% 9
2026
Q1 		$10.3M Sell
110,701
-625
-0.6% -$50.5K 2.78% 6
2025
Q4 		$8.18M Buy
111,326
+700
+0.6% +$51.6K 2.38% 8
2025
Q3 		$7.91M Sell
110,626
-30
-0% -$2.16K 2.52% 7
2025
Q2 		$7.79M Sell
110,656
-400
-0.4% -$26.8K 2.71% 7
2025
Q1 		$8.14M Buy
111,056
+230
+0.2% +$15.5K 2.83% 7
2024
Q4 		$6.94M Buy
110,826
+894
+0.8% +$58.6K 2.42% 9
2024
Q3 		$7.25M Buy
109,932
+1,071
+1% +$75.9K 2.56% 8
2024
Q2 		$7.86M Buy
108,861
+603
+0.6% +$43.1K 3.07% 5
2024
Q1 		$7.26M Buy
108,258
+817
+0.8% +$52.4K 2.85% 7
2023
Q4 		$7.07M Buy
107,441
+423
+0.4% +$27.8K 2.93% 7
2023
Q3 		$6.89M Buy
107,018
+21,747
+26% +$1.35M 3.11% 6
2023
Q2 		$5.15M Buy
85,271
+1,066
+1% +$64K 2.42% 10
2023
Q1 		$4.85M Buy
84,205
+10,856
+15% +$639K 2.16% 12
2022
Q4 		$4.18M Buy
73,349
+16,574
+29% +$914K 1.72% 19
2022
Q3 		$2.83M Buy
56,775
+16,792
+42% +$865K 1.31% 32
2022
Q2 		$2.09M Buy
39,983
+32,983
+471% +$1.85M 0.81% 47
2022
Q1 		$385K Buy
+7,000
New +$372K 0.14% 82

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

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

Cutler Capital Management reduced its Shell (SHEL) stake by 1.2% in Q2 2026, selling an estimated $116K and leaving 109,361 shares worth $8.48M. The position accounts for 2.2% of the portfolio, ranked #9.

Cutler Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.3M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cutler Capital Management held 109,361 shares of Shell worth $8.48M as of Q2 2026.
  • Cutler Capital Management sold 1,340 Shell shares in Q2 2026, an estimated $116K.
  • Shell made up 2.2% of Cutler Capital Management's portfolio in Q2 2026, its #9 holding.
  • Cutler Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Cutler Capital Management's Shell position peaked at $10.3M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cutler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.