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Penobscot Investment Management’s Shell SHEL Stock Holding History

Penobscot 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 		– Sell
-2,523
Closed -$235K – 325
2026
Q1 		$235K Buy
+2,523
New +$204K 0.02% 295
2024
Q1 		– Sell
-4,459
Closed -$293K – 304
2023
Q4 		$293K Hold
4,459
– – 0.03% 245
2023
Q3 		$287K Buy
+4,459
New +$278K 0.04% 231

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

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

Penobscot Investment Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,523 shares — an estimated $235K sold.

Penobscot Investment Management first reported a position in SHEL in Q3 2023 and held it in 3 quarters. The position peaked at $293K in Q4 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Penobscot Investment Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Penobscot Investment Management sold 2,523 Shell shares in Q2 2026, an estimated $235K.
  • Penobscot Investment Management first reported a position in Shell in Q3 2023 and held it in 3 quarters.
  • Penobscot Investment Management's Shell position peaked at $293K in Q4 2023.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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