Jones Financial Companies
SHEL icon

Jones Financial Companies’s Shell SHEL Stock Holding History

Jones Financial Companies’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 		$59.4M Buy
776,654
+38,212
+5% +$3.3M 0.02% 360
2026
Q1 		$68.1M Buy
738,442
+518,778
+236% +$41.9M 0.03% 275
2025
Q4 		$16.1M Buy
219,664
+26,463
+14% +$1.95M 0.01% 361
2025
Q3 		$14.2M Buy
193,201
+32,334
+20% +$2.33M 0.01% 350
2025
Q2 		$11.4M Buy
160,867
+35,480
+28% +$2.38M 0.01% 339
2025
Q1 		$9.12M Buy
125,387
+33,853
+37% +$2.28M 0.01% 329
2024
Q4 		$5.73M Buy
91,534
+34,103
+59% +$2.23M 0.01% 342
2024
Q3 		$3.8M Buy
57,431
+28,544
+99% +$2.02M ﹤0.01% 329
2024
Q2 		$2.09M Buy
28,887
+21,797
+307% +$1.56M ﹤0.01% 311
2024
Q1 		$475K Buy
7,090
+4,183
+144% +$268K ﹤0.01% 334
2023
Q4 		$191K Buy
2,907
+161
+6% +$10.6K ﹤0.01% 331
2023
Q3 		$177K Sell
2,746
-27
-1% -$1.68K ﹤0.01% 273
2023
Q2 		$167K Sell
2,773
-1,519
-35% -$91.2K ﹤0.01% 274
2023
Q1 		$247K Buy
4,292
+774
+22% +$45.5K ﹤0.01% 258
2022
Q4 		$200K Buy
3,518
+265
+8% +$14.6K ﹤0.01% 258
2022
Q3 		$162K Buy
3,253
+4
+0.1% +$206 ﹤0.01% 260
2022
Q2 		$170K Buy
+3,249
New +$183K ﹤0.01% 247

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

Jones Financial Companies's SHEL Position: Q2 2026 in Review

Jones Financial Companies increased its Shell (SHEL) stake by 5.2% in Q2 2026, buying an estimated $3.3M and bringing the position to 776,654 shares worth $59.4M. The position accounts for 0.02% of the portfolio, ranked #360.

Jones Financial Companies first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $68.1M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Jones Financial Companies held 776,654 shares of Shell worth $59.4M as of Q2 2026.
  • Jones Financial Companies bought 38,212 Shell shares in Q2 2026, an estimated $3.3M.
  • Shell made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #360 holding.
  • Jones Financial Companies first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Jones Financial Companies's Shell position peaked at $68.1M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.