Hazlett, Burt & Watson’s Shell SHEL Stock Holding History

Hazlett, Burt & Watson’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	$62K	Buy	793 +4	+0.5%	+$345	0.02%	432
2026 Q1	$74K	Hold	789	–	–	0.02%	384
2025 Q4	$57K	Buy	789 +2	+0.3%	+$147	0.02%	428
2025 Q3	$56K	Buy	787 +62	+9%	+$4.46K	0.02%	401
2025 Q2	$50K	Sell	725 -73	-9%	-$4.89K	0.02%	382
2025 Q1	$58K	Sell	798 -202	-20%	-$13.6K	0.03%	336
2024 Q4	$62K	Buy	1,000 +4	+0.4%	+$262	0.03%	336
2024 Q3	$65K	Sell	996 -9	-0.9%	-$637	0.03%	325
2024 Q2	$73K	Buy	1,005 +4	+0.4%	+$286	0.04%	291
2024 Q1	$66K	Buy	1,001 +5	+0.5%	+$320	0.04%	294
2023 Q4	$65K	Buy	996 +6	+0.6%	+$394	0.04%	274
2023 Q3	$63K	Sell	990 -59	-6%	-$3.67K	0.05%	272
2023 Q2	$63K	Buy	1,049 +196	+23%	+$11.8K	0.05%	270
2023 Q1	$49K	Buy	853 +8	+0.9%	+$471	0.04%	284
2022 Q4	$49K	Buy	845 +3	+0.4%	+$165	0.04%	273
2022 Q3	$42K	Buy	842 +2	+0.2%	+$103	0.04%	281
2022 Q2	$43K	Buy	840 +3	+0.4%	+$169	0.04%	290
2022 Q1	$45K	Buy	+837	New	+$44.4K	0.04%	303

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

Hazlett, Burt & Watson's SHEL Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Shell (SHEL) stake by 0.51% in Q2 2026, buying an estimated $345 and bringing the position to 793 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #432.

Hazlett, Burt & Watson first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $74K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Hazlett, Burt & Watson held 793 shares of Shell worth $62K as of Q2 2026.
Hazlett, Burt & Watson bought 4 Shell shares in Q2 2026, an estimated $345.
Shell made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #432 holding.
Hazlett, Burt & Watson first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's Shell position peaked at $74K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.