Jamison Private Wealth Management’s Shell SHEL Stock Holding History

Jamison Private Wealth 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	$259K	Sell	3,344 -111	-3%	-$9.58K	0.03%	206
2026 Q1	$321K	Buy	3,455 +9	+0.3%	+$727	0.04%	179
2025 Q4	$253K	Buy	3,446 +12	+0.3%	+$884	0.03%	188
2025 Q3	$246K	Sell	3,434 -11	-0.3%	-$792	0.03%	190
2025 Q2	$243K	Sell	3,445 -185	-5%	-$12.4K	0.03%	180
2025 Q1	$266K	Buy	3,630 +10	+0.3%	+$674	0.04%	182
2024 Q4	$227K	Buy	3,620 +9	+0.2%	+$590	0.03%	193
2024 Q3	$238K	Buy	3,611 +368	+11%	+$26.1K	0.04%	177
2024 Q2	$234K	Sell	3,243 -680	-17%	-$48.6K	0.04%	166
2024 Q1	$263K	Sell	3,923 -182	-4%	-$11.7K	0.04%	159
2023 Q4	$270K	Buy	4,105 +68	+2%	+$4.46K	0.05%	153
2023 Q3	$260K	Buy	+4,037	New	+$251K	0.05%	152

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

Jamison Private Wealth Management's SHEL Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Shell (SHEL) stake by 3.2% in Q2 2026, selling an estimated $9.58K and leaving 3,344 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #206.

Jamison Private Wealth Management first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $321K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Jamison Private Wealth Management held 3,344 shares of Shell worth $259K as of Q2 2026.
Jamison Private Wealth Management sold 111 Shell shares in Q2 2026, an estimated $9.58K.
Shell made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #206 holding.
Jamison Private Wealth Management first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Shell position peaked at $321K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.