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Financial Management Professionals’s Shell SHEL Stock Holding History

Financial Management Professionals’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 		$372K Buy
4,800
+137
+3% +$11.8K 0.04% 140
2026
Q1 		$434K Sell
4,663
-133
-3% -$10.7K 0.05% 114
2025
Q4 		$352K Buy
4,796
+743
+18% +$54.7K 0.04% 122
2025
Q3 		$290K Buy
4,053
+25
+0.6% +$1.8K 0.03% 138
2025
Q2 		$284K Buy
4,028
+19
+0.5% +$1.27K 0.03% 133
2025
Q1 		$294K Buy
4,009
+230
+6% +$15.5K 0.04% 120
2024
Q4 		$237K Sell
3,779
-105
-3% -$6.88K 0.03% 136
2024
Q3 		$256K Buy
3,884
+80
+2% +$5.67K 0.03% 129
2024
Q2 		$275K Sell
3,804
-1
-0% -$71 0.04% 124
2024
Q1 		$255K Sell
3,805
-573
-13% -$36.7K 0.04% 131
2023
Q4 		$288K Buy
4,378
+39
+0.9% +$2.56K 0.05% 101
2023
Q3 		$279K Sell
4,339
-283
-6% -$17.6K 0.05% 96
2023
Q2 		$279K Sell
4,622
-521
-10% -$31.3K 0.05% 99
2023
Q1 		$296K Buy
5,143
+1,558
+43% +$91.7K 0.06% 94
2022
Q4 		$204K Sell
3,585
-835
-19% -$46K 0.04% 117
2022
Q3 		$220K Buy
4,420
+1,170
+36% +$60.3K 0.05% 90
2022
Q2 		$170K Sell
3,250
-99
-3% -$5.56K 0.04% 104
2022
Q1 		$184K Buy
+3,349
New +$178K 0.04% 108

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

Financial Management Professionals's SHEL Position: Q2 2026 in Review

Financial Management Professionals increased its Shell (SHEL) stake by 2.9% in Q2 2026, buying an estimated $11.8K and bringing the position to 4,800 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #140.

Financial Management Professionals first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $434K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Financial Management Professionals held 4,800 shares of Shell worth $372K as of Q2 2026.
  • Financial Management Professionals bought 137 Shell shares in Q2 2026, an estimated $11.8K.
  • Shell made up 0.04% of Financial Management Professionals's portfolio in Q2 2026, its #140 holding.
  • Financial Management Professionals first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Financial Management Professionals's Shell position peaked at $434K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.