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MTM Investment Management’s Shell SHEL Stock Holding History

MTM Investment Management’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 		$168K Buy
2,164
+5
+0.2% +$432 0.05% 230
2026
Q1 		$201K Buy
2,159
+4
+0.2% +$323 0.06% 200
2025
Q4 		$158K Buy
2,155
+5
+0.2% +$368 0.05% 215
2025
Q3 		$154K Buy
2,150
+5
+0.2% +$360 0.05% 219
2025
Q2 		$151K Buy
+2,145
New +$144K 0.05% 213

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

MTM Investment Management's SHEL Position: Q2 2026 in Review

MTM Investment Management increased its Shell (SHEL) stake by 0.23% in Q2 2026, buying an estimated $432 and bringing the position to 2,164 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #230.

MTM Investment Management first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $201K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • MTM Investment Management held 2,164 shares of Shell worth $168K as of Q2 2026.
  • MTM Investment Management bought 5 Shell shares in Q2 2026, an estimated $432.
  • Shell made up 0.05% of MTM Investment Management's portfolio in Q2 2026, its #230 holding.
  • MTM Investment Management first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Shell position peaked at $201K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.