McAdam LLC’s Shell SHEL Stock Holding History

McAdam LLC’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	$356K	Sell	4,597 -238	-5%	-$20.5K	0.01%	346
2026 Q1	$450K	Buy	4,835 +228	+5%	+$18.4K	0.02%	257
2025 Q4	$339K	Sell	4,607 -125	-3%	-$9.21K	0.02%	307
2025 Q3	$338K	Buy	4,732 +3	+0.1%	+$216	0.02%	280
2025 Q2	$333K	Buy	4,729 +87	+2%	+$5.83K	0.02%	266
2025 Q1	$340K	Sell	4,642 -26	-0.6%	-$1.75K	0.02%	244
2024 Q4	$292K	Buy	4,668 +16	+0.3%	+$1.05K	0.02%	282
2024 Q3	$307K	Hold	4,652	–	–	0.02%	253
2024 Q2	$336K	Buy	4,652 +2	+0%	+$143	0.02%	222
2024 Q1	$312K	Hold	4,650	–	–	0.02%	221
2023 Q4	$306K	Hold	4,650	–	–	0.02%	210
2023 Q3	$299K	Buy	4,650 +417	+10%	+$26K	0.02%	204
2023 Q2	$256K	Hold	4,233	–	–	0.02%	220
2023 Q1	$244K	Buy	+4,233	New	+$249K	0.02%	220

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

McAdam LLC's SHEL Position: Q2 2026 in Review

McAdam LLC reduced its Shell (SHEL) stake by 4.9% in Q2 2026, selling an estimated $20.5K and leaving 4,597 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #346.

McAdam LLC first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $450K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

McAdam LLC held 4,597 shares of Shell worth $356K as of Q2 2026.
McAdam LLC sold 238 Shell shares in Q2 2026, an estimated $20.5K.
Shell made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #346 holding.
McAdam LLC first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
McAdam LLC's Shell position peaked at $450K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.