Foster Dykema Cabot & Partners’s Shell SHEL Stock Holding History

Foster Dykema Cabot & Partners’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	$180K	Hold	2,327	–	–	0.01%	125
2026 Q1	$216K	Hold	2,327	–	–	0.01%	114
2025 Q4	$171K	Sell	2,327 -200	-8%	-$14.7K	0.01%	130
2025 Q3	$181K	Buy	2,527 +200	+9%	+$14.4K	0.01%	139
2025 Q2	$164K	Hold	2,327	–	–	0.01%	136
2025 Q1	$171K	Sell	2,327 -458	-16%	-$30.9K	0.01%	128
2024 Q4	$174K	Sell	2,785 -847	-23%	-$55.5K	0.01%	137
2024 Q3	$240K	Buy	3,632 +407	+13%	+$28.8K	0.02%	114
2024 Q2	$233K	Hold	3,225	–	–	0.02%	90
2024 Q1	$216K	Hold	3,225	–	–	0.02%	96
2023 Q4	$212K	Buy	+3,225	New	+$212K	0.02%	85

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

Foster Dykema Cabot & Partners's SHEL Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its Shell (SHEL) position steady in Q2 2026 at 2,327 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #125.

Foster Dykema Cabot & Partners first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $240K in Q3 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Foster Dykema Cabot & Partners held 2,327 shares of Shell worth $180K as of Q2 2026.
Foster Dykema Cabot & Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #125 holding.
Foster Dykema Cabot & Partners first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Foster Dykema Cabot & Partners's Shell position peaked at $240K in Q3 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.