Michael J. Puzo’s Shell SHEL Stock Holding History

Michael J. Puzo’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	$423K	Hold	5,450	–	–	0.11%	51
2026 Q1	$507K	Hold	5,450	–	–	0.15%	50
2025 Q4	$400K	Hold	5,450	–	–	0.11%	55
2025 Q3	$390K	Hold	5,450	–	–	0.11%	55
2025 Q2	$384K	Hold	5,450	–	–	0.11%	55
2025 Q1	$399K	Hold	5,450	–	–	0.11%	54
2024 Q4	$341K	Sell	5,450 -2,200	-29%	-$144K	0.1%	57
2024 Q3	$505K	Sell	7,650 -3,100	-29%	-$220K	0.13%	52
2024 Q2	$776K	Hold	10,750	–	–	0.22%	47
2024 Q1	$721K	Sell	10,750 -3,500	-25%	-$224K	0.2%	51
2023 Q4	$938K	Hold	14,250	–	–	0.3%	44
2023 Q3	$917K	Hold	14,250	–	–	0.31%	48
2023 Q2	$860K	Hold	14,250	–	–	0.27%	51
2023 Q1	$820K	Hold	14,250	–	–	0.27%	50
2022 Q4	$812K	Hold	14,250	–	–	0.29%	49
2022 Q3	$709K	Sell	14,250 -200	-1%	-$10.3K	0.27%	53
2022 Q2	$755K	Sell	14,450 -1,150	-7%	-$64.6K	0.27%	54
2022 Q1	$857K	Buy	+15,600	New	+$828K	0.26%	54

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

Michael J. Puzo's SHEL Position: Q2 2026 in Review

Michael J. Puzo held its Shell (SHEL) position steady in Q2 2026 at 5,450 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #51.

Michael J. Puzo first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $938K in Q4 2023. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Michael J. Puzo held 5,450 shares of Shell worth $423K as of Q2 2026.
Michael J. Puzo left its Shell share count unchanged in Q2 2026.
Shell made up 0.11% of Michael J. Puzo's portfolio in Q2 2026, its #51 holding.
Michael J. Puzo first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Michael J. Puzo's Shell position peaked at $938K in Q4 2023.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.