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F/M Investments’s Shell SHEL Stock Holding History

F/M Investments’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 		$1.28M Sell
16,479
-89
-0.5% -$7.68K 0.06% 160
2026
Q1 		$1.54M Sell
16,568
-15,001
-48% -$1.21M 0.1% 125
2025
Q4 		$2.32M Buy
+31,569
New +$2.33M 0.09% 215

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

F/M Investments's SHEL Position: Q2 2026 in Review

F/M Investments reduced its Shell (SHEL) stake by 0.54% in Q2 2026, selling an estimated $7.68K and leaving 16,479 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #160.

F/M Investments first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.32M in Q4 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • F/M Investments held 16,479 shares of Shell worth $1.28M as of Q2 2026.
  • F/M Investments sold 89 Shell shares in Q2 2026, an estimated $7.68K.
  • Shell made up 0.06% of F/M Investments's portfolio in Q2 2026, its #160 holding.
  • F/M Investments first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • F/M Investments's Shell position peaked at $2.32M in Q4 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.