Hoese & Co’s Shell SHEL Stock Holding History

Hoese & Co’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	$38.8K	Buy	+500	New	+$43.2K	0.03%	124
2025 Q3	–	Sell	-300	Closed	-$21.1K	–	147
2025 Q2	$21.1K	Hold	300	–	–	0.02%	123
2025 Q1	$22K	Hold	300	–	–	0.02%	99
2024 Q4	$18.8K	Hold	300	–	–	0.02%	106
2024 Q3	$19.8K	Hold	300	–	–	0.02%	98
2024 Q2	$21.8K	Hold	300	–	–	0.02%	86
2024 Q1	$18.8K	Hold	300	–	–	0.02%	91
2023 Q4	$19.7K	Hold	300	–	–	0.02%	95
2023 Q3	$19.3K	Hold	300	–	–	0.02%	98
2023 Q2	$18.1K	Hold	300	–	–	0.02%	104
2023 Q1	$18.2K	Hold	300	–	–	0.02%	100
2022 Q4	$18K	Hold	300	–	–	0.02%	109
2022 Q3	$15K	Hold	300	–	–	0.02%	117
2022 Q2	$16K	Hold	300	–	–	0.02%	116
2022 Q1	$16K	Buy	+300	New	+$15.9K	0.02%	126

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

Hoese & Co's SHEL Position: Q2 2026 in Review

Hoese & Co opened a new position in Shell (SHEL) in Q2 2026: 500 shares worth $38.8K. The stake represents 0.03% of the portfolio and ranks #124 among its holdings. This is a return to the name: Hoese & Co previously reported a position in SHEL as recently as Q2 2025.

Hoese & Co first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Hoese & Co held 500 shares of Shell worth $38.8K as of Q2 2026.
Shell was a new Hoese & Co position in Q2 2026.
Shell made up 0.03% of Hoese & Co's portfolio in Q2 2026, its #124 holding.
Hoese & Co first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.