Hazlett, Burt & Watson
SHEL icon

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
Q3 		$76K Buy
798
+5
+0.6% +$451 0.02% 388
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Hazlett, Burt & Watson's SHEL Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Shell (SHEL) stake by 0.63% in Q3 2026, buying an estimated $451 and bringing the position to 798 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #388.

Hazlett, Burt & Watson first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 1,057 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Hazlett, Burt & Watson held 798 shares of Shell worth $76K as of Q3 2026.
  • Hazlett, Burt & Watson bought 5 Shell shares in Q3 2026, an estimated $451.
  • Shell made up 0.02% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #388 holding.
  • Hazlett, Burt & Watson first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.