Gallagher Fiduciary Advisors’s Shell SHEL Stock Holding History

Gallagher Fiduciary 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	$371K	Sell	4,785 -489	-9%	-$42.2K	0.01%	262
2026 Q1	$490K	Sell	5,274 -1,017	-16%	-$82.2K	0.02%	166
2025 Q4	$462K	Sell	6,291 -154	-2%	-$11.3K	0.02%	201
2025 Q3	$461K	Sell	6,445 -5,719	-47%	-$412K	0.02%	177
2025 Q2	$856K	Sell	12,164 -869	-7%	-$58.2K	0.03%	94
2025 Q1	$955K	Sell	13,033 -276	-2%	-$18.6K	0.03%	89
2024 Q4	$834K	Buy	13,309 +3,636	+38%	+$238K	0.16%	72
2024 Q3	$638K	Sell	9,673 -1,013	-9%	-$71.7K	0.13%	92
2024 Q2	$771K	Sell	10,686 -428	-4%	-$30.6K	0.17%	66
2024 Q1	$745K	Sell	11,114 -1,998	-15%	-$128K	0.03%	78
2023 Q4	$863K	Sell	13,112 -883	-6%	-$57.9K	0.03%	60
2023 Q3	$901K	Sell	13,995 -759	-5%	-$47.2K	0.08%	51
2023 Q2	$891K	Sell	14,754 -1,043	-7%	-$62.6K	0.07%	67
2023 Q1	$909K	Buy	+15,797	New	+$929K	0.08%	71

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

Gallagher Fiduciary Advisors's SHEL Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Shell (SHEL) stake by 9.3% in Q2 2026, selling an estimated $42.2K and leaving 4,785 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #262.

Gallagher Fiduciary Advisors first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $955K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Gallagher Fiduciary Advisors held 4,785 shares of Shell worth $371K as of Q2 2026.
Gallagher Fiduciary Advisors sold 489 Shell shares in Q2 2026, an estimated $42.2K.
Shell made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #262 holding.
Gallagher Fiduciary Advisors first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's Shell position peaked at $955K in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.