Pittenger & Anderson Inc’s Shell SHEL Stock Holding History

Pittenger & Anderson Inc’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	$5.36M	Hold	69,115	–	–	0.19%	105
2026 Q1	$6.43M	Hold	69,115	–	–	0.26%	90
2025 Q4	$5.08M	Buy	69,115 +280	+0.4%	+$20.6K	0.2%	108
2025 Q3	$4.92M	Hold	68,835	–	–	0.18%	113
2025 Q2	$4.85M	Buy	68,835 +12,700	+23%	+$851K	0.18%	112
2025 Q1	$4.11M	Hold	56,135	–	–	0.15%	118
2024 Q4	$3.52M	Hold	56,135	–	–	0.13%	128
2024 Q3	$3.7M	Buy	56,135 +7,240	+15%	+$513K	0.14%	124
2024 Q2	$3.53M	Hold	48,895	–	–	0.15%	120
2024 Q1	$3.28M	Buy	48,895 +4,070	+9%	+$261K	0.13%	121
2023 Q4	$2.95M	Buy	44,825 +29,410	+191%	+$1.93M	0.13%	127
2023 Q3	$992K	Buy	+15,415	New	+$960K	0.05%	144

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

Pittenger & Anderson Inc's SHEL Position: Q2 2026 in Review

Pittenger & Anderson Inc held its Shell (SHEL) position steady in Q2 2026 at 69,115 shares worth $5.36M. The position accounts for 0.19% of the portfolio, ranked #105.

Pittenger & Anderson Inc first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.43M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Pittenger & Anderson Inc held 69,115 shares of Shell worth $5.36M as of Q2 2026.
Pittenger & Anderson Inc left its Shell share count unchanged in Q2 2026.
Shell made up 0.19% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #105 holding.
Pittenger & Anderson Inc first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Pittenger & Anderson Inc's Shell position peaked at $6.43M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.