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Mather Group’s Shell SHEL Stock Holding History

Mather Group’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 		$1.43M Buy
18,473
+849
+5% +$73.3K 0.01% 320
2026
Q1 		$1.64M Sell
17,624
-169
-0.9% -$13.7K 0.02% 254
2025
Q4 		$1.31M Buy
17,793
+186
+1% +$13.7K 0.01% 249
2025
Q3 		$1.26M Sell
17,607
-67
-0.4% -$4.82K 0.01% 250
2025
Q2 		$1.24M Buy
17,674
+468
+3% +$31.4K 0.01% 241
2025
Q1 		$1.26M Buy
17,206
+520
+3% +$35K 0.01% 228
2024
Q4 		$1.05M Buy
16,686
+1,512
+10% +$99.1K 0.01% 235
2024
Q3 		$1M Sell
15,174
-476
-3% -$33.7K 0.01% 246
2024
Q2 		$1.05M Buy
15,650
+3,543
+29% +$253K 0.01% 259
2024
Q1 		$797K Sell
12,107
-811
-6% -$52K 0.01% 256
2023
Q4 		$850K Hold
12,918
– – 0.01% 252
2023
Q3 		$832K Sell
12,918
-1,159
-8% -$72.1K 0.01% 243
2023
Q2 		$850K Buy
14,077
+1,512
+12% +$90.7K 0.01% 250
2023
Q1 		$723K Buy
12,565
+1,343
+12% +$79K 0.01% 265
2022
Q4 		$639K Sell
11,222
-363
-3% -$20K 0.01% 277
2022
Q3 		$576K Sell
11,585
-152
-1% -$7.83K 0.01% 264
2022
Q2 		$614K Buy
11,737
+128
+1% +$7.19K 0.01% 227
2022
Q1 		$638K Buy
+11,609
New +$616K 0.01% 228

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

Mather Group's SHEL Position: Q2 2026 in Review

Mather Group increased its Shell (SHEL) stake by 4.8% in Q2 2026, buying an estimated $73.3K and bringing the position to 18,473 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #320.

Mather Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Mather Group held 18,473 shares of Shell worth $1.43M as of Q2 2026.
  • Mather Group bought 849 Shell shares in Q2 2026, an estimated $73.3K.
  • Shell made up 0.01% of Mather Group's portfolio in Q2 2026, its #320 holding.
  • Mather Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Mather Group's Shell position peaked at $1.64M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.