GC
SHEL icon

Grimes & Company’s Shell SHEL Stock Holding History

Grimes & Company’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 		$651K Buy
8,398
+184
+2% +$15.9K 0.01% 293
2026
Q1 		$764K Sell
8,214
-273
-3% -$22.1K 0.02% 258
2025
Q4 		$624K Sell
8,487
-802
-9% -$59.1K 0.01% 292
2025
Q3 		$664K Buy
9,289
+62
+0.7% +$4.46K 0.02% 276
2025
Q2 		$650K Sell
9,227
-171
-2% -$11.5K 0.02% 243
2025
Q1 		$689K Sell
9,398
-523
-5% -$35.2K 0.02% 215
2024
Q4 		$622K Buy
9,921
+859
+9% +$56.3K 0.02% 231
2024
Q3 		$598K Buy
9,062
+691
+8% +$48.9K 0.02% 218
2024
Q2 		$604K Buy
8,371
+266
+3% +$19K 0.02% 208
2024
Q1 		$543K Buy
8,105
+62
+0.8% +$3.97K 0.02% 220
2023
Q4 		$529K Buy
8,043
+439
+6% +$28.8K 0.02% 218
2023
Q3 		$490K Buy
7,604
+12
+0.2% +$747 0.02% 210
2023
Q2 		$458K Buy
7,592
+8
+0.1% +$480 0.02% 213
2023
Q1 		$436K Buy
7,584
+54
+0.7% +$3.18K 0.02% 213
2022
Q4 		$429K Sell
7,530
-789
-9% -$43.5K 0.02% 215
2022
Q3 		$414K Buy
8,319
+6
+0.1% +$309 0.02% 194
2022
Q2 		$435K Buy
8,313
+2,078
+33% +$117K 0.02% 197
2022
Q1 		$342K Buy
+6,235
New +$331K 0.02% 228

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

Grimes & Company's SHEL Position: Q2 2026 in Review

Grimes & Company increased its Shell (SHEL) stake by 2.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 8,398 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #293.

Grimes & Company first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $764K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Grimes & Company held 8,398 shares of Shell worth $651K as of Q2 2026.
  • Grimes & Company bought 184 Shell shares in Q2 2026, an estimated $15.9K.
  • Shell made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #293 holding.
  • Grimes & Company first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Grimes & Company's Shell position peaked at $764K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.