Fiduciary Group’s Shell SHEL Stock Holding History

Fiduciary 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	$274K	Buy	3,528 +36	+1%	+$3.11K	0.02%	276
2026 Q1	$325K	Buy	3,492 +206	+6%	+$16.6K	0.03%	251
2025 Q4	$241K	Hold	3,286	–	–	0.02%	273
2025 Q3	$235K	Hold	3,286	–	–	0.02%	274
2025 Q2	$231K	Hold	3,286	–	–	0.02%	269
2025 Q1	$241K	Hold	3,286	–	–	0.02%	255
2024 Q4	$206K	Hold	3,286	–	–	0.02%	263
2024 Q3	$217K	Hold	3,286	–	–	0.02%	266
2024 Q2	$237K	Hold	3,286	–	–	0.03%	247
2024 Q1	$220K	Sell	3,286 -34	-1%	-$2.18K	0.02%	255
2023 Q4	$218K	Hold	3,320	–	–	0.03%	242
2023 Q3	$214K	Hold	3,320	–	–	0.03%	229
2023 Q2	$200K	Buy	+3,320	New	+$199K	0.02%	235
2022 Q2	–	Sell	-3,686	Closed	-$206K	–	232
2022 Q1	$206K	Buy	+3,686	New	+$196K	0.03%	221

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

Fiduciary Group's SHEL Position: Q2 2026 in Review

Fiduciary Group increased its Shell (SHEL) stake by 1% in Q2 2026, buying an estimated $3.11K and bringing the position to 3,528 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #276.

Fiduciary Group first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $325K in Q1 2026. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Fiduciary Group held 3,528 shares of Shell worth $274K as of Q2 2026.
Fiduciary Group bought 36 Shell shares in Q2 2026, an estimated $3.11K.
Shell made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #276 holding.
Fiduciary Group first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
Fiduciary Group's Shell position peaked at $325K in Q1 2026.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.