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Pullen Investment Management’s Shell SHEL Stock Holding History

Pullen 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 		$648K Buy
8,351
+104
+1% +$8.98K 0.3% 83
2026
Q1 		$767K Buy
8,247
+30
+0.4% +$2.42K 0.39% 78
2025
Q4 		$604K Buy
8,217
+284
+4% +$20.9K 0.32% 80
2025
Q3 		$567K Buy
7,933
+42
+0.5% +$3.02K 0.31% 80
2025
Q2 		$556K Sell
7,891
-577
-7% -$38.7K 0.33% 82
2025
Q1 		$621K Buy
8,468
+529
+7% +$35.6K 0.39% 81
2024
Q4 		$497K Buy
7,939
+374
+5% +$24.5K 0.32% 86
2024
Q3 		$499K Buy
7,565
+70
+0.9% +$4.96K 0.36% 78
2024
Q2 		$541K Buy
7,495
+310
+4% +$22.2K 0.45% 72
2024
Q1 		$482K Buy
+7,185
New +$460K 0.41% 73

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

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

Pullen Investment Management increased its Shell (SHEL) stake by 1.3% in Q2 2026, buying an estimated $8.98K and bringing the position to 8,351 shares worth $648K. The position accounts for 0.3% of the portfolio, ranked #83.

Pullen Investment Management first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $767K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Pullen Investment Management held 8,351 shares of Shell worth $648K as of Q2 2026.
  • Pullen Investment Management bought 104 Shell shares in Q2 2026, an estimated $8.98K.
  • Shell made up 0.3% of Pullen Investment Management's portfolio in Q2 2026, its #83 holding.
  • Pullen Investment Management first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Shell position peaked at $767K in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.