Ingalls & Snyder LLC’s Shell SHEL Stock Holding History

Ingalls & Snyder LLC’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	$868K	Hold	11,197	–	–	0.02%	237
2026 Q1	$1.04M	Hold	11,197	–	–	0.04%	216
2025 Q4	$823K	Hold	11,197	–	–	0.03%	237
2025 Q3	$801K	Sell	11,197 -3	-0%	-$216	0.03%	247
2025 Q2	$789K	Sell	11,200 -38	-0.3%	-$2.55K	0.03%	246
2025 Q1	$824K	Sell	11,238 -135	-1%	-$9.09K	0.03%	241
2024 Q4	$713K	Sell	11,373 -20	-0.2%	-$1.31K	0.03%	250
2024 Q3	$751K	Sell	11,393 -3,850	-25%	-$273K	0.03%	255
2024 Q2	$1.1M	Sell	15,243 -150	-1%	-$10.7K	0.05%	205
2024 Q1	$1.03M	Sell	15,393 -283	-2%	-$18.1K	0.05%	216
2023 Q4	$1.03M	Sell	15,676 -728	-4%	-$47.8K	0.05%	210
2023 Q3	$1.06M	Sell	16,404 -48	-0.3%	-$2.99K	0.05%	202
2023 Q2	$993K	Sell	16,452 -685	-4%	-$41.1K	0.05%	213
2023 Q1	$986K	Hold	17,137	–	–	0.05%	209
2022 Q4	$976K	Hold	17,137	–	–	0.05%	203
2022 Q3	$853K	Sell	17,137 -50	-0.3%	-$2.58K	0.05%	209
2022 Q2	$899K	Sell	17,187 -10	-0.1%	-$562	0.05%	215
2022 Q1	$945K	Buy	+17,197	New	+$913K	0.04%	232

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

Ingalls & Snyder LLC's SHEL Position: Q2 2026 in Review

Ingalls & Snyder LLC held its Shell (SHEL) position steady in Q2 2026 at 11,197 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #237.

Ingalls & Snyder LLC first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.1M in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Ingalls & Snyder LLC held 11,197 shares of Shell worth $868K as of Q2 2026.
Ingalls & Snyder LLC left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #237 holding.
Ingalls & Snyder LLC first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Ingalls & Snyder LLC's Shell position peaked at $1.1M in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.