Founders Capital Management (Connecticut)’s Shell SHEL Stock Holding History

Founders Capital Management (Connecticut)’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	$271K	Hold	3,496	–	–	0.04%	74
2026 Q1	$325K	Hold	3,496	–	–	0.05%	62
2025 Q4	$257K	Hold	3,496	–	–	0.04%	74
2025 Q3	$250K	Hold	3,496	–	–	0.04%	74
2025 Q2	$246K	Hold	3,496	–	–	0.04%	75
2025 Q1	$256K	Hold	3,496	–	–	0.05%	71
2024 Q4	$219K	Sell	3,496 -766	-18%	-$50.2K	0.04%	72
2024 Q3	$281K	Hold	4,262	–	–	0.05%	70
2024 Q2	$308K	Sell	4,262 -600	-12%	-$42.9K	0.06%	71
2024 Q1	$326K	Sell	4,862 -100	-2%	-$6.41K	0.06%	70
2023 Q4	$327K	Hold	4,962	–	–	0.07%	68
2023 Q3	$319K	Buy	+4,962	New	+$309K	0.07%	64

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

Founders Capital Management (Connecticut)'s SHEL Position: Q2 2026 in Review

Founders Capital Management (Connecticut) held its Shell (SHEL) position steady in Q2 2026 at 3,496 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #74.

Founders Capital Management (Connecticut) first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $327K in Q4 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Founders Capital Management (Connecticut) held 3,496 shares of Shell worth $271K as of Q2 2026.
Founders Capital Management (Connecticut) left its Shell share count unchanged in Q2 2026.
Shell made up 0.04% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #74 holding.
Founders Capital Management (Connecticut) first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Founders Capital Management (Connecticut)'s Shell position peaked at $327K in Q4 2023.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.