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Edgemoor Investment Advisors’s Shell SHEL Stock Holding History

Edgemoor Investment 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 		$12.4M Buy
159,299
+2,609
+2% +$225K 0.84% 32
2026
Q1 		$14.6M Sell
156,690
-811
-0.5% -$65.5K 1.15% 26
2025
Q4 		$11.6M Sell
157,501
-3,528
-2% -$260K 0.9% 30
2025
Q3 		$11.5M Buy
161,029
+1,376
+0.9% +$99.1K 0.89% 30
2025
Q2 		$11.2M Buy
159,653
+1,680
+1% +$113K 0.97% 29
2025
Q1 		$11.6M Buy
157,973
+2,555
+2% +$172K 1.06% 26
2024
Q4 		$9.74M Sell
155,418
-2,371
-2% -$155K 0.86% 29
2024
Q3 		$10.4M Buy
157,789
+3,288
+2% +$233K 0.9% 31
2024
Q2 		$11.2M Buy
154,501
+11,407
+8% +$815K 1.04% 24
2024
Q1 		$9.59M Buy
143,094
+7,623
+6% +$488K 0.91% 30
2023
Q4 		$8.91M Buy
135,471
+10,172
+8% +$667K 0.93% 28
2023
Q3 		$8.07M Buy
125,299
+2,337
+2% +$145K 0.95% 27
2023
Q2 		$7.42M Buy
122,962
+501
+0.4% +$30.1K 0.84% 34
2023
Q1 		$7.05M Buy
122,461
+787
+0.6% +$46.3K 0.86% 35
2022
Q4 		$6.93M Buy
121,674
+13,439
+12% +$741K 0.87% 36
2022
Q3 		$5.39M Buy
108,235
+67,568
+166% +$3.48M 0.72% 42
2022
Q2 		$2.13M Buy
+40,667
New +$2.28M 0.27% 68

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

Edgemoor Investment Advisors's SHEL Position: Q2 2026 in Review

Edgemoor Investment Advisors increased its Shell (SHEL) stake by 1.7% in Q2 2026, buying an estimated $225K and bringing the position to 159,299 shares worth $12.4M. The position accounts for 0.84% of the portfolio, ranked #32.

Edgemoor Investment Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.6M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Edgemoor Investment Advisors held 159,299 shares of Shell worth $12.4M as of Q2 2026.
  • Edgemoor Investment Advisors bought 2,609 Shell shares in Q2 2026, an estimated $225K.
  • Shell made up 0.84% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Edgemoor Investment Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Edgemoor Investment Advisors's Shell position peaked at $14.6M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.