Raab & Moskowitz Asset Management’s Shell SHEL Stock Holding History

Raab & Moskowitz Asset 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	$327K	Sell	4,223 -105	-2%	-$9.06K	0.07%	168
2026 Q1	$402K	Hold	4,328	–	–	0.09%	149
2025 Q4	$318K	Hold	4,328	–	–	0.07%	165
2025 Q3	$310K	Sell	4,328 -434	-9%	-$31.3K	0.07%	164
2025 Q2	$335K	Sell	4,762 -225	-5%	-$15.1K	0.08%	158
2025 Q1	$365K	Sell	4,987 -838	-14%	-$56.5K	0.09%	146
2024 Q4	$365K	Sell	5,825 -562	-9%	-$36.8K	0.09%	141
2024 Q3	$421K	Sell	6,387 -298	-4%	-$21.1K	0.11%	132
2024 Q2	$483K	Sell	6,685 -66	-1%	-$4.72K	0.13%	119
2024 Q1	$453K	Sell	6,751 -14	-0.2%	-$897	0.13%	121
2023 Q4	$445K	Sell	6,765 -1,440	-18%	-$94.5K	0.14%	117
2023 Q3	$528K	Sell	8,205 -250	-3%	-$15.6K	0.19%	103
2023 Q2	$510K	Sell	8,455 -711	-8%	-$42.7K	0.17%	109
2023 Q1	$527K	Hold	9,166	–	–	0.19%	102
2022 Q4	$522K	Buy	9,166 +1,133	+14%	+$62.5K	0.2%	102
2022 Q3	$399K	Sell	8,033 -2,385	-23%	-$123K	0.17%	112
2022 Q2	$544K	Buy	10,418 +1,459	+16%	+$82K	0.21%	103
2022 Q1	$492K	Buy	+8,959	New	+$476K	0.17%	112

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

Raab & Moskowitz Asset Management's SHEL Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its Shell (SHEL) stake by 2.4% in Q2 2026, selling an estimated $9.06K and leaving 4,223 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #168.

Raab & Moskowitz Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $544K in Q2 2022. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Raab & Moskowitz Asset Management held 4,223 shares of Shell worth $327K as of Q2 2026.
Raab & Moskowitz Asset Management sold 105 Shell shares in Q2 2026, an estimated $9.06K.
Shell made up 0.07% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #168 holding.
Raab & Moskowitz Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Raab & Moskowitz Asset Management's Shell position peaked at $544K in Q2 2022.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.