FIM
SHEL icon

FWL Investment Management’s Shell SHEL Stock Holding History

FWL 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 		$2.09K Buy
+27
New +$2.33K ﹤0.01% 407
2025
Q4 		– Sell
-200
Closed -$14.3K – 395
2025
Q3 		$14.3K Buy
+200
New +$14.4K ﹤0.01% 221

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

FWL Investment Management opened a new position in Shell (SHEL) in Q2 2026: 27 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in SHEL as recently as Q3 2025.

FWL Investment Management first reported a position in SHEL in Q3 2025 and has held it in 2 quarters since. The position peaked at $14.3K in Q3 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • FWL Investment Management held 27 shares of Shell worth $2.09K as of Q2 2026.
  • Shell was a new FWL Investment Management position in Q2 2026.
  • Shell made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #407 holding.
  • FWL Investment Management first reported a position in Shell in Q3 2025 and has held it in 2 quarters since.
  • FWL Investment Management's Shell position peaked at $14.3K in Q3 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.