Mitchell McLeod Pugh & Williams’s Shell SHEL Stock Holding History

Mitchell McLeod Pugh & Williams’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	$288K	Buy	3,709 +955	+35%	+$82.4K	0.04%	267
2026 Q1	$256K	Hold	2,754	–	–	0.04%	259
2025 Q4	$207K	Sell	2,754 -98	-3%	-$7.22K	0.03%	281
2025 Q3	$214K	Sell	2,852 -99	-3%	-$7.13K	0.03%	267
2025 Q2	$208K	Hold	2,951	–	–	0.04%	264
2025 Q1	$216K	Buy	+2,951	New	+$199K	0.04%	256
2024 Q3	–	Sell	-3,331	Closed	-$240K	–	273
2024 Q2	$240K	Hold	3,331	–	–	0.05%	237
2024 Q1	$223K	Hold	3,331	–	–	0.05%	244
2023 Q4	$219K	Buy	+3,331	New	+$219K	0.06%	238

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

Mitchell McLeod Pugh & Williams's SHEL Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Shell (SHEL) stake by 35% in Q2 2026, buying an estimated $82.4K and bringing the position to 3,709 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #267.

Mitchell McLeod Pugh & Williams first reported a position in SHEL in Q4 2023 and has held it in 9 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mitchell McLeod Pugh & Williams held 3,709 shares of Shell worth $288K as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 955 Shell shares in Q2 2026, an estimated $82.4K.
Shell made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #267 holding.
Mitchell McLeod Pugh & Williams first reported a position in Shell in Q4 2023 and has held it in 9 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.