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Leavell Investment Management’s Shell SHEL Stock Holding History

Leavell 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 		$1.44M Sell
18,542
-27
-0.1% -$2.33K 0.05% 271
2026
Q1 		$1.73M Hold
18,569
– – 0.07% 245
2025
Q4 		$1.36M Sell
18,569
-479
-3% -$35.3K 0.06% 259
2025
Q3 		$1.36M Sell
19,048
-323
-2% -$23.3K 0.06% 268
2025
Q2 		$1.36M Sell
19,371
-1,709
-8% -$115K 0.06% 261
2025
Q1 		$1.54M Buy
21,080
+90
+0.4% +$6.06K 0.08% 232
2024
Q4 		$1.32M Sell
20,990
-5,932
-22% -$389K 0.06% 247
2024
Q3 		$1.78M Sell
26,922
-388
-1% -$27.5K 0.09% 212
2024
Q2 		$1.97M Sell
27,310
-30
-0.1% -$2.14K 0.11% 180
2024
Q1 		$1.83M Sell
27,340
-5,108
-16% -$327K 0.11% 183
2023
Q4 		$2.13M Buy
32,448
+699
+2% +$45.9K 0.14% 153
2023
Q3 		$2.04M Buy
31,749
+550
+2% +$34.2K 0.14% 152
2023
Q2 		$1.88M Buy
31,199
+2,250
+8% +$135K 0.13% 161
2023
Q1 		$1.67M Sell
28,949
-500
-2% -$29.4K 0.12% 175
2022
Q4 		$1.68M Buy
29,449
+5,350
+22% +$295K 0.13% 171
2022
Q3 		$1.2M Sell
24,099
-510
-2% -$26.3K 0.1% 197
2022
Q2 		$1.29M Buy
+24,609
New +$1.38M 0.1% 189

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

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

Leavell Investment Management reduced its Shell (SHEL) stake by 0.15% in Q2 2026, selling an estimated $2.33K and leaving 18,542 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #271.

Leavell Investment Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2023. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Leavell Investment Management held 18,542 shares of Shell worth $1.44M as of Q2 2026.
  • Leavell Investment Management sold 27 Shell shares in Q2 2026, an estimated $2.33K.
  • Shell made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #271 holding.
  • Leavell Investment Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Leavell Investment Management's Shell position peaked at $2.13M in Q4 2023.
  • 1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.