Marco Investment Management’s Shell SHEL Stock Holding History

Marco 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	$320K	Buy	4,123 +251	+6%	+$21.7K	0.02%	185
2026 Q1	$360K	Sell	3,872 -400	-9%	-$32.3K	0.03%	160
2025 Q4	$314K	Sell	4,272 -10	-0.2%	-$737	0.02%	178
2025 Q3	$306K	Buy	4,282 +10	+0.2%	+$720	0.02%	173
2025 Q2	$301K	Buy	4,272 +265	+7%	+$17.8K	0.03%	175
2025 Q1	$294K	Hold	4,007	–	–	0.03%	169
2024 Q4	$251K	Buy	4,007 +400	+11%	+$26.2K	0.02%	187
2024 Q3	$238K	Hold	3,607	–	–	0.02%	202
2024 Q2	$260K	Sell	3,607 -138	-4%	-$9.86K	0.02%	179
2024 Q1	$251K	Hold	3,745	–	–	0.02%	189
2023 Q4	$246K	Sell	3,745 -100	-3%	-$6.56K	0.03%	183
2023 Q3	$248K	Sell	3,845 -217	-5%	-$13.5K	0.03%	173
2023 Q2	$245K	Sell	4,062 -201	-5%	-$12.1K	0.03%	177
2023 Q1	$245K	Buy	4,263 +205	+5%	+$12.1K	0.03%	179
2022 Q4	$231K	Buy	4,058 +28	+0.7%	+$1.54K	0.03%	179
2022 Q3	$201K	Hold	4,030	–	–	0.03%	184
2022 Q2	$211K	Buy	+4,030	New	+$226K	0.02%	186

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Marco Investment Management increased its Shell (SHEL) stake by 6.5% in Q2 2026, buying an estimated $21.7K and bringing the position to 4,123 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #185.

Marco Investment Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $360K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Marco Investment Management held 4,123 shares of Shell worth $320K as of Q2 2026.
Marco Investment Management bought 251 Shell shares in Q2 2026, an estimated $21.7K.
Shell made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #185 holding.
Marco Investment Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Marco Investment Management's Shell position peaked at $360K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.