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Douglass Winthrop Advisors’s Shell SHEL Stock Holding History

Douglass Winthrop Advisors’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 		$623K Buy
8,040
+188
+2% +$16.2K 0.01% 207
2026
Q1 		$730K Hold
7,852
– – 0.01% 180
2025
Q4 		$577K Buy
7,852
+386
+5% +$28.4K 0.01% 202
2025
Q3 		$534K Buy
+7,466
New +$538K 0.01% 201

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

Douglass Winthrop Advisors's SHEL Position: Q2 2026 in Review

Douglass Winthrop Advisors increased its Shell (SHEL) stake by 2.4% in Q2 2026, buying an estimated $16.2K and bringing the position to 8,040 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #207.

Douglass Winthrop Advisors first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $730K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Douglass Winthrop Advisors held 8,040 shares of Shell worth $623K as of Q2 2026.
  • Douglass Winthrop Advisors bought 188 Shell shares in Q2 2026, an estimated $16.2K.
  • Shell made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #207 holding.
  • Douglass Winthrop Advisors first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Douglass Winthrop Advisors's Shell position peaked at $730K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.