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Loring Wolcott & Coolidge Fiduciary Advisors’s Shell SHEL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$1.25M Hold
16,059
– – 0.01% 158
2026
Q1 		$1.48M Buy
16,059
+142
+0.9% +$11.5K 0.01% 138
2025
Q4 		$1.2M Hold
15,917
– – 0.01% 148
2025
Q3 		$1.21M Sell
15,917
-500
-3% -$36K 0.01% 150
2025
Q2 		$1.16M Hold
16,417
– – 0.01% 152
2025
Q1 		$1.06M Sell
16,417
-333
-2% -$22.4K 0.01% 152
2024
Q4 		$1.09M Sell
16,750
-2,218
-12% -$145K 0.01% 160
2024
Q3 		$1.26M Hold
18,968
– – 0.01% 151
2024
Q2 		$1.38M Buy
18,968
+310
+2% +$22.2K 0.01% 135
2024
Q1 		$1.35M Hold
18,658
– – 0.01% 131
2023
Q4 		$1.17M Sell
18,658
-246
-1% -$16.1K 0.01% 144
2023
Q3 		$1.3M Sell
18,904
-3,484
-16% -$217K 0.01% 133
2023
Q2 		$1.35M Buy
+22,388
New +$1.34M 0.01% 141
2022
Q4 		– Sell
-22,686
Closed -$1.13M – 601
2022
Q3 		$1.13M Sell
22,686
-250
-1% -$12.9K 0.01% 139
2022
Q2 		$1.2M Buy
+22,936
New +$1.29M 0.01% 144

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SHEL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Shell (SHEL) position steady in Q2 2026 at 16,059 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #158.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SHEL in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 16,059 shares of Shell worth $1.25M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #158 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Shell in Q2 2022 and has held it in 15 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Shell position peaked at $1.48M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.