Essex Financial Services’s Shell SHEL Stock Holding History

Essex Financial Services’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	$440K	Buy	5,671 +435	+8%	+$37.5K	0.02%	518
2026 Q1	$487K	Sell	5,236 -37	-0.7%	-$2.99K	0.03%	464
2025 Q4	$387K	Buy	5,273 +490	+10%	+$36.1K	0.02%	521
2025 Q3	$342K	Buy	4,783 +169	+4%	+$12.2K	0.02%	536
2025 Q2	$325K	Sell	4,614 -2,492	-35%	-$167K	0.02%	525
2025 Q1	$521K	Buy	7,106 +2,199	+45%	+$148K	0.04%	376
2024 Q4	$307K	Sell	4,907 -118	-2%	-$7.73K	0.02%	485
2024 Q3	$337K	Sell	5,025 -2,352	-32%	-$167K	0.02%	460
2024 Q2	$526K	Buy	7,377 +4,387	+147%	+$314K	0.04%	369
2024 Q1	$200K	Buy	+2,990	New	+$192K	0.02%	515

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

Essex Financial Services's SHEL Position: Q2 2026 in Review

Essex Financial Services increased its Shell (SHEL) stake by 8.3% in Q2 2026, buying an estimated $37.5K and bringing the position to 5,671 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #518.

Essex Financial Services first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $526K in Q2 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Essex Financial Services held 5,671 shares of Shell worth $440K as of Q2 2026.
Essex Financial Services bought 435 Shell shares in Q2 2026, an estimated $37.5K.
Shell made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #518 holding.
Essex Financial Services first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Essex Financial Services's Shell position peaked at $526K in Q2 2024.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.