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Minot DeBlois Advisors’s Shell SHEL Stock Holding History

Minot DeBlois Advisors’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 		$491K Buy
6,328
+21
+0.3% +$1.81K 0.42% 65
2026
Q1 		$587K Buy
6,307
+53
+0.8% +$4.28K 0.53% 56
2025
Q4 		$460K Sell
6,254
-9
-0.1% -$663 0.41% 69
2025
Q3 		$448K Sell
6,263
-60
-0.9% -$4.32K 0.41% 71
2025
Q2 		$445K Sell
6,323
-42
-0.7% -$2.81K 0.42% 68
2025
Q1 		$466K Sell
6,365
-629
-9% -$42.4K 0.46% 62
2024
Q4 		$438K Buy
+6,994
New +$458K 0.4% 68

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

Minot DeBlois Advisors's SHEL Position: Q2 2026 in Review

Minot DeBlois Advisors increased its Shell (SHEL) stake by 0.33% in Q2 2026, buying an estimated $1.81K and bringing the position to 6,328 shares worth $491K. The position accounts for 0.42% of the portfolio, ranked #65.

Minot DeBlois Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Minot DeBlois Advisors held 6,328 shares of Shell worth $491K as of Q2 2026.
  • Minot DeBlois Advisors bought 21 Shell shares in Q2 2026, an estimated $1.81K.
  • Shell made up 0.42% of Minot DeBlois Advisors's portfolio in Q2 2026, its #65 holding.
  • Minot DeBlois Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's Shell position peaked at $587K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.