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Old Mission Investment Co’s Shell SHEL Stock Holding History

Old Mission Investment Co’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 		$292K Hold
3,762
– – 0.06% 127
2026
Q1 		$350K Buy
3,762
+5
+0.1% +$404 0.08% 101
2025
Q4 		$276K Sell
3,757
-45
-1% -$3.31K 0.07% 110
2025
Q3 		$272K Sell
3,802
-700
-16% -$50.4K 0.07% 109
2025
Q2 		$317K Buy
4,502
+11
+0.2% +$737 0.09% 108
2025
Q1 		$329K Buy
4,491
+22
+0.5% +$1.48K 0.1% 96
2024
Q4 		$280K Buy
+4,469
New +$293K 0.08% 106

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

Old Mission Investment Co's SHEL Position: Q2 2026 in Review

Old Mission Investment Co held its Shell (SHEL) position steady in Q2 2026 at 3,762 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #127.

Old Mission Investment Co first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Old Mission Investment Co held 3,762 shares of Shell worth $292K as of Q2 2026.
  • Old Mission Investment Co left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.06% of Old Mission Investment Co's portfolio in Q2 2026, its #127 holding.
  • Old Mission Investment Co first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Old Mission Investment Co's Shell position peaked at $350K in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.