FG
SHEL icon

Fairman Group’s Shell SHEL Stock Holding History

Fairman Group’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 		$61.8K Hold
797
– – 0.05% 96
2026
Q1 		$74.1K Hold
797
– – 0.06% 80
2025
Q4 		$58.6K Hold
797
– – 0.05% 97
2025
Q3 		$57K Buy
797
+108
+16% +$7.78K 0.05% 97
2025
Q2 		$48.5K Hold
689
– – 0.04% 100
2025
Q1 		$43.2K Hold
689
– – 0.04% 104
2024
Q4 		$43.2K Hold
689
– – 0.04% 114
2024
Q3 		$45.4K Hold
689
– – 0.04% 114
2024
Q2 		$49.7K Hold
689
– – 0.05% 108
2024
Q1 		$46.2K Hold
689
– – 0.04% 101
2023
Q4 		$45.3K Buy
+689
New +$45.2K 0.04% 106

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fairman Group's SHEL Position: Q2 2026 in Review

Fairman Group held its Shell (SHEL) position steady in Q2 2026 at 797 shares worth $61.8K. The position accounts for 0.05% of the portfolio, ranked #96.

Fairman Group first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $74.1K in Q1 2026. 911 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Fairman Group held 797 shares of Shell worth $61.8K as of Q2 2026.
  • Fairman Group left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.05% of Fairman Group's portfolio in Q2 2026, its #96 holding.
  • Fairman Group first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's Shell position peaked at $74.1K in Q1 2026.
  • 911 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.