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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
Q2 		$10.1K Hold
130
– – ﹤0.01% 184
2026
Q1 		$12.1K Hold
130
– – 0.01% 180
2025
Q4 		$9.55K 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 		$9.53K 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 $2.3T 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

Pinney & Scofield's SHEL Position: Q2 2026 in Review

Pinney & Scofield held its Shell (SHEL) position steady in Q2 2026 at 130 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Pinney & Scofield first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Pinney & Scofield held 130 shares of Shell worth $10.1K as of Q2 2026.
  • Pinney & Scofield left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Pinney & Scofield's portfolio in Q2 2026, its #184 holding.
  • Pinney & Scofield first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Shell position peaked at $12.1K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.