Marietta Investment Partners’s Shell SHEL Stock Holding History

Marietta Investment Partners’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	$1.23M	Hold	15,924	–	–	0.21%	82
2026 Q1	$1.48M	Hold	15,924	–	–	0.3%	77
2025 Q4	$1.17M	Hold	15,924	–	–	0.23%	80
2025 Q3	$1.14M	Hold	15,924	–	–	0.22%	88
2025 Q2	$1.12M	Hold	15,924	–	–	0.25%	82
2025 Q1	$1.17M	Hold	15,924	–	–	0.28%	73
2024 Q4	$998K	Hold	15,924	–	–	0.22%	81
2024 Q3	$1.05M	Hold	15,924	–	–	0.22%	84
2024 Q2	$1.15M	Hold	15,924	–	–	0.25%	76
2024 Q1	$1.07M	Hold	15,924	–	–	0.23%	83
2023 Q4	$1.05M	Hold	15,924	–	–	0.26%	81
2023 Q3	$1.03M	Hold	15,924	–	–	0.29%	74
2023 Q2	$961K	Hold	15,924	–	–	0.25%	79
2023 Q1	$916K	Hold	15,924	–	–	0.26%	75
2022 Q4	$907K	Sell	15,924 -125	-0.8%	-$6.89K	0.26%	77
2022 Q3	$916K	Sell	16,049 -294	-2%	-$15.2K	0.27%	74
2022 Q2	$855K	Buy	16,343 +20	+0.1%	+$1.12K	0.25%	79
2022 Q1	$897K	Buy	+16,323	New	+$867K	0.21%	95

Other funds holding SHEL

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Marietta Investment Partners's SHEL Position: Q2 2026 in Review

Marietta Investment Partners held its Shell (SHEL) position steady in Q2 2026 at 15,924 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #82.

Marietta Investment Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.48M in Q1 2026. 1,370 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Marietta Investment Partners held 15,924 shares of Shell worth $1.23M as of Q2 2026.
Marietta Investment Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.21% of Marietta Investment Partners's portfolio in Q2 2026, its #82 holding.
Marietta Investment Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Marietta Investment Partners's Shell position peaked at $1.48M in Q1 2026.
1,370 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.