Parsons Capital Management’s Shell SHEL Stock Holding History

Parsons Capital 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	$634K	Buy	8,171 +914	+13%	+$78.9K	0.03%	347
2026 Q1	$675K	Buy	7,257 +3,672	+102%	+$297K	0.03%	315
2025 Q4	$263K	Sell	3,585 -50	-1%	-$3.68K	0.01%	419
2025 Q3	$260K	Sell	3,635 -20	-0.5%	-$1.44K	0.01%	414
2025 Q2	$257K	Sell	3,655 -1,628	-31%	-$109K	0.02%	397
2025 Q1	$387K	Hold	5,283	–	–	0.02%	336
2024 Q4	$331K	Sell	5,283 -1,838	-26%	-$120K	0.02%	366
2024 Q3	$470K	Sell	7,121 -65	-0.9%	-$4.6K	0.03%	329
2024 Q2	$519K	Sell	7,186 -200	-3%	-$14.3K	0.04%	309
2024 Q1	$495K	Sell	7,386 -212	-3%	-$13.6K	0.03%	317
2023 Q4	$500K	Sell	7,598 -322	-4%	-$21.1K	0.04%	311
2023 Q3	$510K	Sell	7,920 -110	-1%	-$6.85K	0.04%	288
2023 Q2	$485K	Sell	8,030 -283	-3%	-$17K	0.04%	301
2023 Q1	$478K	Sell	8,313 -972	-10%	-$57.2K	0.04%	301
2022 Q4	$529K	Sell	9,285 -704	-7%	-$38.8K	0.04%	275
2022 Q3	$497K	Sell	9,989 -647	-6%	-$33.3K	0.04%	275
2022 Q2	$556K	Sell	10,636 -332	-3%	-$18.7K	0.05%	262
2022 Q1	$602K	Buy	+10,968	New	+$582K	0.05%	277

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

Parsons Capital Management's SHEL Position: Q2 2026 in Review

Parsons Capital Management increased its Shell (SHEL) stake by 13% in Q2 2026, buying an estimated $78.9K and bringing the position to 8,171 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #347.

Parsons Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $675K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Parsons Capital Management held 8,171 shares of Shell worth $634K as of Q2 2026.
Parsons Capital Management bought 914 Shell shares in Q2 2026, an estimated $78.9K.
Shell made up 0.03% of Parsons Capital Management's portfolio in Q2 2026, its #347 holding.
Parsons Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Parsons Capital Management's Shell position peaked at $675K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.