Fruth Investment Management’s Shell SHEL Stock Holding History

Fruth Investment 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	$680K	Hold	8,776	–	–	0.16%	126
2026 Q1	$816K	Sell	8,776 -70	-0.8%	-$5.66K	0.2%	117
2025 Q4	$650K	Hold	8,846	–	–	0.18%	126
2025 Q3	$632K	Sell	8,846 -633	-7%	-$45.6K	0.17%	124
2025 Q2	$667K	Sell	9,479 -64	-0.7%	-$4.29K	0.18%	123
2025 Q1	$699K	Hold	9,543	–	–	0.19%	118
2024 Q4	$597K	Sell	9,543 -5	-0.1%	-$328	0.16%	125
2024 Q3	$629K	Hold	9,548	–	–	0.16%	127
2024 Q2	$689K	Hold	9,548	–	–	0.19%	123
2024 Q1	$640K	Hold	9,548	–	–	0.16%	131
2023 Q4	$628K	Hold	9,548	–	–	0.18%	124
2023 Q3	$614K	Hold	9,548	–	–	0.18%	123
2023 Q2	$576K	Hold	9,548	–	–	0.16%	130
2023 Q1	$549K	Sell	9,548 -25	-0.3%	-$1.47K	0.16%	132
2022 Q4	$545K	Hold	9,573	–	–	0.16%	135
2022 Q3	$476K	Hold	9,573	–	–	0.16%	138
2022 Q2	$532K	Hold	9,573	–	–	0.15%	141
2022 Q1	$525K	Buy	+9,573	New	+$508K	0.15%	140

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

Fruth Investment Management's SHEL Position: Q2 2026 in Review

Fruth Investment Management held its Shell (SHEL) position steady in Q2 2026 at 8,776 shares worth $680K. The position accounts for 0.16% of the portfolio, ranked #126.

Fruth Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $816K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Fruth Investment Management held 8,776 shares of Shell worth $680K as of Q2 2026.
Fruth Investment Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.16% of Fruth Investment Management's portfolio in Q2 2026, its #126 holding.
Fruth Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Fruth Investment Management's Shell position peaked at $816K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fruth Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.