Janney Montgomery Scott
SHEL icon

Janney Montgomery Scott’s Shell SHEL Stock Holding History

Janney Montgomery Scott’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 		$22.4M Buy
+289,177
New +$25M 0.04% 416
2026
Q1 		– Sell
-174,870
Closed -$12.8M – 3017
2025
Q4 		$12.8M Sell
174,870
-1,030
-0.6% -$75.9K 0.03% 508
2025
Q3 		$12.6M Buy
175,900
+1,384
+0.8% +$99.7K 0.03% 512
2025
Q2 		$12.3M Sell
174,516
-1,008
-0.6% -$67.6K 0.03% 479
2025
Q1 		$12.9M Buy
175,524
+33,079
+23% +$2.23M 0.04% 451
2024
Q4 		$8.92M Buy
142,445
+1,331
+0.9% +$87.2K 0.02% 572
2024
Q3 		$9.31M Sell
141,114
-3,298
-2% -$234K 0.03% 554
2024
Q2 		$10.4M Sell
144,412
-473
-0.3% -$33.8K 0.03% 492
2024
Q1 		$9.71M Buy
144,885
+1,728
+1% +$111K 0.03% 539
2023
Q4 		$9.42M Sell
143,157
-7,079
-5% -$465K 0.03% 521
2023
Q3 		$9.67M Sell
150,236
-419
-0.3% -$26.1K 0.04% 448
2023
Q2 		$9.1M Sell
150,655
-8,504
-5% -$510K 0.03% 500
2023
Q1 		$9.16M Sell
159,159
-36,715
-19% -$2.16M 0.04% 449
2022
Q4 		$11.2M Buy
195,874
+40,577
+26% +$2.24M 0.04% 397
2022
Q3 		$7.73M Buy
155,297
+10,438
+7% +$538K 0.03% 465
2022
Q2 		$7.66M Buy
+144,859
New +$8.14M 0.03% 449

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

Janney Montgomery Scott's SHEL Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Shell (SHEL) in Q2 2026: 289,177 shares worth $22.4M. The stake represents 0.04% of the portfolio and ranks #416 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in SHEL as recently as Q4 2025.

Janney Montgomery Scott first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Janney Montgomery Scott held 289,177 shares of Shell worth $22.4M as of Q2 2026.
  • Shell was a new Janney Montgomery Scott position in Q2 2026.
  • Shell made up 0.04% of Janney Montgomery Scott's portfolio in Q2 2026, its #416 holding.
  • Janney Montgomery Scott first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.