PCM
SHEL icon

Poehling Capital Management’s Shell SHEL Stock Holding History

Poehling 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 		$1.28M Sell
16,541
-319
-2% -$27.5K 0.28% 78
2026
Q1 		$1.57M Sell
16,860
-241
-1% -$19.5K 0.33% 68
2025
Q4 		$1.26M Sell
17,101
-59
-0.3% -$4.35K 0.26% 73
2025
Q3 		$1.23M Sell
17,160
-63
-0.4% -$4.54K 0.26% 74
2025
Q2 		$1.21M Buy
+17,223
New +$1.15M 0.28% 70

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

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

Poehling Capital Management reduced its Shell (SHEL) stake by 1.9% in Q2 2026, selling an estimated $27.5K and leaving 16,541 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #78.

Poehling Capital Management first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Poehling Capital Management held 16,541 shares of Shell worth $1.28M as of Q2 2026.
  • Poehling Capital Management sold 319 Shell shares in Q2 2026, an estimated $27.5K.
  • Shell made up 0.28% of Poehling Capital Management's portfolio in Q2 2026, its #78 holding.
  • Poehling Capital Management first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • Poehling Capital Management's Shell position peaked at $1.57M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.