Pinney & Scofield
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Pinney & Scofield’s Shell SHEL Stock Holding History

Pinney & Scofield’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
Q3 		$12.4K Hold
130
– – 0.01% 181
2026
Q2 		$10.1K Hold
130
– – ﹤0.01% 184
2026
Q1 		$12.1K Hold
130
– – 0.01% 180
2025
Q4 		$9.6K Hold
130
– – 0.01% 174
2025
Q3 		$9.3K Hold
130
– – 0.01% 174
2025
Q2 		$9.15K Hold
130
– – 0.01% 177
2025
Q1 		$9.5K Hold
130
– – 0.01% 172
2024
Q4 		$8.14K Buy
+130
New +$8.52K 0.01% 181

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Pinney & Scofield's SHEL Position: Q3 2026 in Review

Pinney & Scofield held its Shell (SHEL) position steady in Q3 2026 at 130 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #181.

Pinney & Scofield first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Pinney & Scofield held 130 shares of Shell worth $12.4K as of Q3 2026.
  • Pinney & Scofield left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.01% of Pinney & Scofield's portfolio in Q3 2026, its #181 holding.
  • Pinney & Scofield first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.