Ipswich Investment Management’s Shell SHEL Stock Holding History

Ipswich Investment Management’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	$1.45M	Hold	18,689	–	–	0.31%	73
2026 Q1	$1.74M	Sell	18,689 -720	-4%	-$58.2K	0.41%	57
2025 Q4	$1.43M	Hold	19,409	–	–	0.33%	63
2025 Q3	$1.39M	Hold	19,409	–	–	0.32%	66
2025 Q2	$1.37M	Sell	19,409 -1,938	-9%	-$130K	0.33%	69
2025 Q1	$1.56M	Buy	21,347 +1,346	+7%	+$90.7K	0.39%	59
2024 Q4	$1.25M	Sell	20,001 -2,116	-10%	-$139K	0.3%	68
2024 Q3	$1.46M	Sell	22,117 -390	-2%	-$27.6K	0.34%	68
2024 Q2	$1.62M	Hold	22,507	–	–	0.38%	60
2024 Q1	$1.51M	Sell	22,507 -100	-0.4%	-$6.41K	0.35%	69
2023 Q4	$1.49M	Sell	22,607 -50	-0.2%	-$3.28K	0.38%	64
2023 Q3	$1.46M	Hold	22,657	–	–	0.4%	64
2023 Q2	$1.37M	Sell	22,657 -432	-2%	-$25.9K	0.36%	72
2023 Q1	$1.33M	Buy	23,089 +1,260	+6%	+$74.1K	0.36%	71
2022 Q4	$1.24M	Hold	21,829	–	–	0.36%	74
2022 Q3	$1.09M	Sell	21,829 -644	-3%	-$33.2K	0.35%	77
2022 Q2	$1.18M	Buy	22,473 +200	+0.9%	+$11.2K	0.34%	82
2022 Q1	$1.22M	Buy	+22,273	New	+$1.18M	0.3%	87

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

Ipswich Investment Management's SHEL Position: Q2 2026 in Review

Ipswich Investment Management held its Shell (SHEL) position steady in Q2 2026 at 18,689 shares worth $1.45M. The position accounts for 0.31% of the portfolio, ranked #73.

Ipswich Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.74M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Ipswich Investment Management held 18,689 shares of Shell worth $1.45M as of Q2 2026.
Ipswich Investment Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.31% of Ipswich Investment Management's portfolio in Q2 2026, its #73 holding.
Ipswich Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Ipswich Investment Management's Shell position peaked at $1.74M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.