Lee, Danner & Bass’s Shell SHEL Stock Holding History

Lee, Danner & Bass’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 Q3	$1.31M	Buy	13,776 +73	+0.5%	+$6.59K	0.08%	139
2026 Q2	$1.06M	Hold	13,703	–	–	0.06%	153
2026 Q1	$1.27M	Hold	13,703	–	–	0.08%	140
2025 Q4	$1.01M	Hold	13,703	–	–	0.07%	136
2025 Q3	$980K	Buy	13,703 +100	+0.7%	+$7.2K	0.07%	138
2025 Q2	$958K	Hold	13,603	–	–	0.07%	135
2025 Q1	$997K	Hold	13,603	–	–	0.08%	134
2024 Q4	$852K	Sell	13,603 -100	-0.7%	-$6.55K	0.07%	139
2024 Q3	$904K	Buy	13,703 +147	+1%	+$10.4K	0.06%	142
2024 Q2	$978K	Buy	+13,556	New	+$969K	0.08%	135
2023 Q4	$862K	Sell	13,096 -3,949	-23%	-$259K	0.07%	137
2023 Q3	$1.1M	Hold	17,045	–	–	0.1%	116
2023 Q2	$1.03M	Sell	17,045 -185	-1%	-$11.1K	0.09%	125
2023 Q1	$991K	Sell	17,230 -2,000	-10%	-$118K	0.09%	126
2022 Q4	$1.1M	Sell	19,230 -783	-4%	-$43.2K	0.1%	122
2022 Q3	$996K	Sell	20,013 -963	-5%	-$49.6K	0.11%	119
2022 Q2	$1.1M	Sell	20,976 -20,503	-49%	-$1.15M	0.11%	114
2022 Q1	$2.28M	Buy	+41,479	New	+$2.2M	0.19%	97

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Lee, Danner & Bass's SHEL Position: Q3 2026 in Review

Lee, Danner & Bass increased its Shell (SHEL) stake by 0.53% in Q3 2026, buying an estimated $6.59K and bringing the position to 13,776 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #139.

Lee, Danner & Bass first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.28M in Q1 2022. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Lee, Danner & Bass held 13,776 shares of Shell worth $1.31M as of Q3 2026.
Lee, Danner & Bass bought 73 Shell shares in Q3 2026, an estimated $6.59K.
Shell made up 0.08% of Lee, Danner & Bass's portfolio in Q3 2026, its #139 holding.
Lee, Danner & Bass first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Lee, Danner & Bass's Shell position peaked at $2.28M in Q1 2022.
1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.