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Fort Washington Investment Advisors’s Shell SHEL Stock Holding History

Fort Washington Investment Advisors’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 		$225K Hold
2,901
– – ﹤0.01% 411
2026
Q1 		$270K Sell
2,901
-1,962
-40% -$159K ﹤0.01% 383
2025
Q4 		$357K Sell
4,863
-115
-2% -$8.47K ﹤0.01% 359
2025
Q3 		$356K Sell
4,978
-400
-7% -$28.8K ﹤0.01% 352
2025
Q2 		$379K Sell
5,378
-73
-1% -$4.89K ﹤0.01% 334
2025
Q1 		$399K Hold
5,451
– – ﹤0.01% 337
2024
Q4 		$342K Sell
5,451
-756
-12% -$49.5K ﹤0.01% 342
2024
Q3 		$409K Sell
6,207
-128
-2% -$9.07K ﹤0.01% 341
2024
Q2 		$457K Sell
6,335
-258,166
-98% -$18.5M ﹤0.01% 332
2024
Q1 		$17.7M Buy
264,501
+47
+0% +$3.01K 0.11% 168
2023
Q4 		$17.4M Sell
264,454
-262
-0.1% -$17.2K 0.12% 177
2023
Q3 		$17M Sell
264,716
-1,951
-0.7% -$121K 0.13% 144
2023
Q2 		$16.1M Sell
266,667
-461
-0.2% -$27.7K 0.12% 148
2023
Q1 		$15.4M Hold
267,128
– – 0.12% 156
2022
Q4 		$15.2M Sell
267,128
-620
-0.2% -$34.2K 0.12% 152
2022
Q3 		$13.3M Sell
267,748
-2,057
-0.8% -$106K 0.11% 149
2022
Q2 		$14.1M Sell
269,805
-490
-0.2% -$27.5K 0.11% 141
2022
Q1 		$14.8M Buy
+270,295
New +$14.3M 0.09% 157

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Fort Washington Investment Advisors's SHEL Position: Q2 2026 in Review

Fort Washington Investment Advisors held its Shell (SHEL) position steady in Q2 2026 at 2,901 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Fort Washington Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.7M in Q1 2024. 564 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Fort Washington Investment Advisors held 2,901 shares of Shell worth $225K as of Q2 2026.
  • Fort Washington Investment Advisors left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #411 holding.
  • Fort Washington Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Fort Washington Investment Advisors's Shell position peaked at $17.7M in Q1 2024.
  • 564 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.