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Logan Capital Management’s Shell SHEL Stock Holding History

Logan Capital 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 		$18.9M Buy
+243,454
New +$21M 0.7% 33
2026
Q1 		– Sell
-238,311
Closed -$19.3M – 486
2025
Q4 		$17.5M Buy
238,311
+1,393
+0.6% +$103K 0.74% 29
2025
Q3 		$16.9M Buy
236,918
+9,092
+4% +$655K 0.71% 31
2025
Q2 		$16M Sell
227,826
-63,430
-22% -$4.25M 0.75% 31
2025
Q1 		$21.3M Buy
291,256
+32,815
+13% +$2.21M 0.97% 23
2024
Q4 		$16.2M Buy
258,441
+2,381
+0.9% +$156K 0.68% 40
2024
Q3 		$16.9M Sell
256,060
-6,595
-3% -$467K 0.7% 39
2024
Q2 		$19M Sell
262,655
-6,337
-2% -$453K 0.82% 27
2024
Q1 		$18M Buy
268,992
+28,442
+12% +$1.82M 0.77% 35
2023
Q4 		$15.8M Sell
240,550
-8,795
-4% -$577K 0.74% 38
2023
Q3 		$16.1M Sell
249,345
-6,248
-2% -$389K 0.82% 32
2023
Q2 		$15.4M Sell
255,593
-19,774
-7% -$1.19M 0.74% 40
2023
Q1 		$15.8M Sell
275,367
-3,647
-1% -$215K 0.77% 39
2022
Q4 		$15.9M Sell
279,014
-14,338
-5% -$790K 0.82% 37
2022
Q3 		$14.6M Buy
293,352
+9,457
+3% +$487K 0.88% 32
2022
Q2 		$14.8M Sell
283,895
-67,319
-19% -$3.78M 0.85% 35
2022
Q1 		$19.3M Buy
+351,214
New +$18.6M 0.93% 26

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

Logan Capital Management's SHEL Position: Q2 2026 in Review

Logan Capital Management opened a new position in Shell (SHEL) in Q2 2026: 243,454 shares worth $18.9M. The stake represents 0.7% of the portfolio and ranks #33 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in SHEL as recently as Q4 2025.

Logan Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $21.3M in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Logan Capital Management held 243,454 shares of Shell worth $18.9M as of Q2 2026.
  • Shell was a new Logan Capital Management position in Q2 2026.
  • Shell made up 0.7% of Logan Capital Management's portfolio in Q2 2026, its #33 holding.
  • Logan Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Logan Capital Management's Shell position peaked at $21.3M in Q1 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.