First Wilshire Securities Management’s Shell SHEL Stock Holding History

First Wilshire Securities 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	$747K	Hold	9,630	–	–	0.15%	48
2026 Q1	$896K	Sell	9,630 -5	-0.1%	-$404	0.2%	46
2025 Q4	$708K	Hold	9,635	–	–	0.18%	51
2025 Q3	$689K	Buy	9,635 +35	+0.4%	+$2.52K	0.18%	50
2025 Q2	$676K	Buy	9,600 +119	+1%	+$7.98K	0.18%	51
2025 Q1	$695K	Sell	9,481 -37	-0.4%	-$2.49K	0.2%	44
2024 Q4	$596K	Buy	9,518 +153	+2%	+$10K	0.16%	49
2024 Q3	$618K	Hold	9,365	–	–	0.17%	49
2024 Q2	$676K	Hold	9,365	–	–	0.21%	47
2024 Q1	$628K	Buy	9,365 +191	+2%	+$12.2K	0.18%	49
2023 Q4	$604K	Hold	9,174	–	–	0.2%	50
2023 Q3	$591K	Hold	9,174	–	–	0.2%	49
2023 Q2	$554K	Hold	9,174	–	–	0.19%	50
2023 Q1	$528K	Hold	9,174	–	–	0.18%	52
2022 Q4	$522K	Hold	9,174	–	–	0.18%	49
2022 Q3	$456K	Sell	9,174 -3,000	-25%	-$155K	0.18%	48
2022 Q2	$637K	Hold	12,174	–	–	0.24%	40
2022 Q1	$669K	Buy	+12,174	New	+$646K	0.24%	36

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

First Wilshire Securities Management's SHEL Position: Q2 2026 in Review

First Wilshire Securities Management held its Shell (SHEL) position steady in Q2 2026 at 9,630 shares worth $747K. The position accounts for 0.15% of the portfolio, ranked #48.

First Wilshire Securities Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $896K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

First Wilshire Securities Management held 9,630 shares of Shell worth $747K as of Q2 2026.
First Wilshire Securities Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.15% of First Wilshire Securities Management's portfolio in Q2 2026, its #48 holding.
First Wilshire Securities Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
First Wilshire Securities Management's Shell position peaked at $896K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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