Jackson Grant Investment Advisers’s Shell SHEL Stock Holding History

Jackson Grant Investment Advisers’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	$11K	Hold	142	–	–	﹤0.01%	307
2026 Q1	$13.2K	Hold	142	–	–	﹤0.01%	282
2025 Q4	$10.4K	Hold	142	–	–	﹤0.01%	298
2025 Q3	$10.2K	Hold	142	–	–	﹤0.01%	295
2025 Q2	$10K	Hold	142	–	–	﹤0.01%	265
2025 Q1	$10.4K	Hold	142	–	–	﹤0.01%	261
2024 Q4	$8.9K	Hold	142	–	–	﹤0.01%	270
2024 Q3	$9.37K	Hold	142	–	–	﹤0.01%	266
2024 Q2	$10.3K	Hold	142	–	–	﹤0.01%	268
2024 Q1	$9.52K	Hold	142	–	–	﹤0.01%	262
2023 Q4	$9.34K	Hold	142	–	–	﹤0.01%	258
2023 Q3	$9.14K	Hold	142	–	–	﹤0.01%	259
2023 Q2	$8.57K	Buy	142 +84	+145%	+$5.04K	﹤0.01%	264
2023 Q1	$3.34K	Hold	58	–	–	﹤0.01%	355
2022 Q4	$3.3K	Hold	58	–	–	﹤0.01%	310
2022 Q3	$3K	Hold	58	–	–	﹤0.01%	334
2022 Q2	$3K	Buy	+58	New	+$3.26K	﹤0.01%	344

Other funds holding SHEL

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Jackson Grant Investment Advisers's SHEL Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Shell (SHEL) position steady in Q2 2026 at 142 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Jackson Grant Investment Advisers first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.2K in Q1 2026. 675 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Jackson Grant Investment Advisers held 142 shares of Shell worth $11K as of Q2 2026.
Jackson Grant Investment Advisers left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #307 holding.
Jackson Grant Investment Advisers first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Jackson Grant Investment Advisers's Shell position peaked at $13.2K in Q1 2026.
675 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.