Estabrook Capital Management’s Shell SHEL Stock Holding History

Estabrook 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	$629K	Buy	8,115 +500	+7%	+$43.2K	0.09%	94
2026 Q1	$708K	Hold	7,615	–	–	0.1%	87
2025 Q4	$560K	Hold	7,615	–	–	0.08%	89
2025 Q3	$545K	Hold	7,615	–	–	0.08%	89
2025 Q2	$536K	Sell	7,615 -40	-0.5%	-$2.68K	0.08%	89
2025 Q1	$561K	Hold	7,655	–	–	0.09%	88
2024 Q4	$480K	Sell	7,655 -469	-6%	-$30.7K	0.07%	95
2024 Q3	$536K	Hold	8,124	–	–	0.08%	100
2024 Q2	$586K	Hold	8,124	–	–	0.09%	92
2024 Q1	$545K	Sell	8,124 -811	-9%	-$52K	0.08%	98
2023 Q4	$588K	Hold	8,935	–	–	0.1%	91
2023 Q3	$575K	Hold	8,935	–	–	0.1%	92
2023 Q2	$539K	Hold	8,935	–	–	0.09%	96
2023 Q1	$514K	Hold	8,935	–	–	0.09%	96
2022 Q4	$509K	Sell	8,935 -800	-8%	-$44.1K	0.09%	92
2022 Q3	$484K	Hold	9,735	–	–	0.09%	93
2022 Q2	$509K	Hold	9,735	–	–	0.09%	97
2022 Q1	$535K	Buy	+9,735	New	+$517K	0.08%	100

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

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

Estabrook Capital Management increased its Shell (SHEL) stake by 6.6% in Q2 2026, buying an estimated $43.2K and bringing the position to 8,115 shares worth $629K. The position accounts for 0.09% of the portfolio, ranked #94.

Estabrook Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $708K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Estabrook Capital Management held 8,115 shares of Shell worth $629K as of Q2 2026.
Estabrook Capital Management bought 500 Shell shares in Q2 2026, an estimated $43.2K.
Shell made up 0.09% of Estabrook Capital Management's portfolio in Q2 2026, its #94 holding.
Estabrook Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Estabrook Capital Management's Shell position peaked at $708K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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