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Matthew Hamilton Rosenberg’s Shell SHEL Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$896K Sell
9,430
-188
-2% -$17K 0.16% 67
2026
Q2 		$746K Buy
9,618
+608
+7% +$52.5K 0.14% 73
2026
Q1 		$838K Sell
9,010
-60
-0.7% -$4.85K 0.17% 61
2025
Q4 		$666K Buy
9,070
+44
+0.5% +$3.24K 0.14% 67
2025
Q3 		$646K Hold
9,026
– – 0.14% 68
2025
Q2 		$635K Buy
9,026
+112
+1% +$7.51K 0.15% 64
2025
Q1 		$653K Sell
8,914
-853
-9% -$57.5K 0.16% 62
2024
Q4 		$612K Sell
9,767
-130
-1% -$8.52K 0.16% 64
2024
Q3 		$653K Hold
9,897
– – 0.17% 62
2024
Q2 		$721K Sell
9,897
-27
-0.3% -$1.93K 0.21% 50
2024
Q1 		$674K Buy
9,924
+112
+1% +$7.18K 0.19% 56
2023
Q4 		$646K Buy
9,812
+43
+0.4% +$2.82K 0.2% 55
2023
Q3 		$629K Sell
9,769
-117
-1% -$7.28K 0.21% 50
2023
Q2 		$597K Buy
9,886
+2
+0% +$120 0.2% 55
2023
Q1 		$569K Buy
9,884
+1
+0% +$59 0.18% 66
2022
Q4 		$563K Buy
9,883
+2
+0% +$110 0.19% 62
2022
Q3 		$492K Buy
9,881
+128
+1% +$6.6K 0.19% 66
2022
Q2 		$506K Buy
9,753
+2
+0% +$112 0.19% 66
2022
Q1 		$536K Buy
+9,751
New +$518K 0.19% 65

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Matthew Hamilton Rosenberg's SHEL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Shell (SHEL) stake by 2% in Q3 2026, selling an estimated $17K and leaving 9,430 shares worth $896K. The position accounts for 0.16% of the portfolio, ranked #67.

Matthew Hamilton Rosenberg first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 553 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Matthew Hamilton Rosenberg held 9,430 shares of Shell worth $896K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 188 Shell shares in Q3 2026, an estimated $17K.
  • Shell made up 0.16% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #67 holding.
  • Matthew Hamilton Rosenberg first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 553 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.