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Howe & Rusling’s Shell SHEL Stock Holding History

Howe & Rusling’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 		$2.07M Buy
26,694
+418
+2% +$36.1K 0.12% 104
2026
Q1 		$2.44M Buy
26,276
+2,624
+11% +$212K 0.16% 96
2025
Q4 		$1.74M Sell
23,652
-793
-3% -$58.4K 0.12% 101
2025
Q3 		$1.75M Sell
24,445
-85
-0.3% -$6.12K 0.12% 103
2025
Q2 		$1.73M Buy
24,530
+124
+0.5% +$8.31K 0.13% 102
2025
Q1 		$1.79M Sell
24,406
-73
-0.3% -$4.92K 0.15% 99
2024
Q4 		$1.53M Hold
24,479
– – 0.13% 100
2024
Q3 		$1.61M Buy
24,479
+7,345
+43% +$520K 0.14% 102
2024
Q2 		$1.24M Sell
17,134
-7,063
-29% -$505K 0.11% 106
2024
Q1 		$1.62M Buy
24,197
+94
+0.4% +$6.02K 0.16% 106
2023
Q4 		$1.59M Sell
24,103
-29
-0.1% -$1.9K 0.17% 100
2023
Q3 		$1.55M Sell
24,132
-262
-1% -$16.3K 0.18% 98
2023
Q2 		$1.47M Buy
24,394
+372
+2% +$22.3K 0.16% 103
2023
Q1 		$1.38M Buy
+24,022
New +$1.41M 0.16% 101
2022
Q4 		– Sell
-193
Closed -$10K – 893
2022
Q3 		$10K Sell
193
-205
-52% -$10.6K ﹤0.01% 541
2022
Q2 		$21K Buy
398
+165
+71% +$9.27K ﹤0.01% 414
2022
Q1 		$13K Buy
+233
New +$12.4K ﹤0.01% 495

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

Howe & Rusling's SHEL Position: Q2 2026 in Review

Howe & Rusling increased its Shell (SHEL) stake by 1.6% in Q2 2026, buying an estimated $36.1K and bringing the position to 26,694 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #104.

Howe & Rusling first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.44M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Howe & Rusling held 26,694 shares of Shell worth $2.07M as of Q2 2026.
  • Howe & Rusling bought 418 Shell shares in Q2 2026, an estimated $36.1K.
  • Shell made up 0.12% of Howe & Rusling's portfolio in Q2 2026, its #104 holding.
  • Howe & Rusling first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Howe & Rusling's Shell position peaked at $2.44M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.