Family Management’s Shell SHEL Stock Holding History

Family 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	$1M	Sell	12,912 -28	-0.2%	-$2.42K	0.1%	125
2026 Q1	$1.2M	Sell	12,940 -57,561	-82%	-$4.65M	0.14%	107
2025 Q4	$5.18M	Buy	70,501 +1,513	+2%	+$111K	0.65%	46
2025 Q3	$4.93M	Buy	68,988 +2,780	+4%	+$200K	0.68%	40
2025 Q2	$4.66M	Buy	66,208 +62,274	+1,583%	+$4.17M	0.7%	39
2025 Q1	$288K	Buy	+3,934	New	+$265K	0.05%	141
2024 Q4	–	Sell	-3,979	Closed	-$262K	–	220
2024 Q3	$262K	Sell	3,979 -65,653	-94%	-$4.65M	0.04%	143
2024 Q2	$5.03M	Buy	69,632 +65,818	+1,726%	+$4.7M	0.88%	27
2024 Q1	$256K	Hold	3,814	–	–	0.05%	128
2023 Q4	$251K	Sell	3,814 -203	-5%	-$13.3K	0.05%	116
2023 Q3	$259K	Buy	4,017 +53	+1%	+$3.3K	0.06%	109
2023 Q2	$239K	Hold	3,964	–	–	0.05%	127
2023 Q1	$228K	Hold	3,964	–	–	0.05%	111
2022 Q4	$226K	Buy	+3,964	New	+$219K	0.06%	130
2022 Q3	–	Sell	-3,964	Closed	-$207K	–	182
2022 Q2	$207K	Buy	3,964 +35	+0.9%	+$1.97K	0.06%	141
2022 Q1	$216K	Buy	+3,929	New	+$209K	0.06%	147

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

Family Management's SHEL Position: Q2 2026 in Review

Family Management reduced its Shell (SHEL) stake by 0.22% in Q2 2026, selling an estimated $2.42K and leaving 12,912 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #125.

Family Management first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.18M in Q4 2025. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Family Management held 12,912 shares of Shell worth $1M as of Q2 2026.
Family Management sold 28 Shell shares in Q2 2026, an estimated $2.42K.
Shell made up 0.1% of Family Management's portfolio in Q2 2026, its #125 holding.
Family Management first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
Family Management's Shell position peaked at $5.18M in Q4 2025.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.