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Marshall Investment Management’s Shell SHEL Stock Holding History

Marshall 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 		$12.5K Buy
161
+35
+28% +$3.02K 0.01% 209
2026
Q1 		$11.7K Buy
+126
New +$10.2K 0.01% 183
2025
Q2 		– Sell
-122
Closed -$8.9K – 190
2025
Q1 		$8.9K Buy
+122
New +$8.22K 0.01% 169

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

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

Marshall Investment Management increased its Shell (SHEL) stake by 28% in Q2 2026, buying an estimated $3.02K and bringing the position to 161 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #209.

Marshall Investment Management first reported a position in SHEL in Q1 2025 and has held it in 3 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Marshall Investment Management held 161 shares of Shell worth $12.5K as of Q2 2026.
  • Marshall Investment Management bought 35 Shell shares in Q2 2026, an estimated $3.02K.
  • Shell made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #209 holding.
  • Marshall Investment Management first reported a position in Shell in Q1 2025 and has held it in 3 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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