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New England Asset Management’s Shell SHEL Stock Holding History

New England Asset 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 		$7.01M Buy
90,405
+765
+0.9% +$66K 0.81% 41
2026
Q1 		$8.34M Hold
89,640
– – 1.06% 22
2025
Q4 		$6.59M Buy
89,640
+2,465
+3% +$182K 0.86% 37
2025
Q3 		$6.24M Buy
87,175
+640
+0.7% +$46.1K 0.82% 37
2025
Q2 		$6.09M Buy
86,535
+495
+0.6% +$33.2K 0.95% 36
2025
Q1 		$6.31M Buy
86,040
+625
+0.7% +$42.1K 1.02% 36
2024
Q4 		$5.35M Sell
85,415
-13,125
-13% -$860K 0.91% 36
2024
Q3 		$6.5M Buy
98,540
+950
+1% +$67.3K 1.01% 36
2024
Q2 		$7.04M Sell
97,590
-1,725
-2% -$123K 1.17% 30
2024
Q1 		$6.66M Buy
99,315
+5,080
+5% +$326K 1.03% 32
2023
Q4 		$6.2M Sell
94,235
-9,250
-9% -$607K 1% 34
2023
Q3 		$6.66M Sell
103,485
-4,300
-4% -$268K 1.09% 34
2023
Q2 		$6.51M Hold
107,785
– – 0.94% 35
2023
Q1 		$6.2M Buy
107,785
+51,805
+93% +$3.05M 0.92% 41
2022
Q4 		$3.19M Sell
55,980
-305
-0.5% -$16.8K 0.06% 68
2022
Q3 		$2.8M Sell
56,285
-4,100
-7% -$211K 0.05% 73
2022
Q2 		$3.16M Buy
60,385
+145
+0.2% +$8.15K 0.05% 62
2022
Q1 		$3.31M Buy
+60,240
New +$3.2M 0.05% 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

New England Asset Management's SHEL Position: Q2 2026 in Review

New England Asset Management increased its Shell (SHEL) stake by 0.85% in Q2 2026, buying an estimated $66K and bringing the position to 90,405 shares worth $7.01M. The position accounts for 0.81% of the portfolio, ranked #41.

New England Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.34M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • New England Asset Management held 90,405 shares of Shell worth $7.01M as of Q2 2026.
  • New England Asset Management bought 765 Shell shares in Q2 2026, an estimated $66K.
  • Shell made up 0.81% of New England Asset Management's portfolio in Q2 2026, its #41 holding.
  • New England Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • New England Asset Management's Shell position peaked at $8.34M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on New England Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.