MB, Levis & Associates’s Shell SHEL Stock Holding History

MB, Levis & Associates’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	$8.64K	Buy	111 +1	+0.9%	+$86	﹤0.01%	179
2026 Q1	$10.3K	Buy	110 +1	+0.9%	+$81	﹤0.01%	166
2025 Q4	$8.04K	Buy	109 +1	+0.9%	+$74	﹤0.01%	170
2025 Q3	$7.75K	Buy	108 +1	+0.9%	+$72	﹤0.01%	172
2025 Q2	$7.56K	Buy	107 +1	+0.9%	+$67	﹤0.01%	206
2025 Q1	$7.79K	Buy	106 +1	+1%	+$67	﹤0.01%	199
2024 Q4	$6.59K	Buy	105 +1	+1%	+$66	﹤0.01%	208
2024 Q3	$6.86K	Buy	104 +1	+1%	+$71	﹤0.01%	210
2024 Q2	$7.44K	Buy	103 +1	+1%	+$71	﹤0.01%	203
2024 Q1	$6.84K	Buy	102 +1	+1%	+$64	﹤0.01%	204
2023 Q4	$6.65K	Buy	101 +1	+1%	+$66	﹤0.01%	203
2023 Q3	$6.44K	Hold	100	–	–	﹤0.01%	208
2023 Q2	$6.04K	Hold	100	–	–	﹤0.01%	213
2023 Q1	$5.75K	Hold	100	–	–	﹤0.01%	217
2022 Q4	$5.7K	Buy	+100	New	+$5.51K	﹤0.01%	202

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

MB, Levis & Associates's SHEL Position: Q2 2026 in Review

MB, Levis & Associates increased its Shell (SHEL) stake by 0.91% in Q2 2026, buying an estimated $86 and bringing the position to 111 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

MB, Levis & Associates first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

MB, Levis & Associates held 111 shares of Shell worth $8.64K as of Q2 2026.
MB, Levis & Associates bought 1 Shell share in Q2 2026, an estimated $86.
Shell made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #179 holding.
MB, Levis & Associates first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's Shell position peaked at $10.3K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.