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Roman Butler Fullerton & Co’s Shell SHEL Stock Holding History

Roman Butler Fullerton & Co’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 		$246K Buy
2,934
+5
+0.2% +$432 0.06% 257
2026
Q1 		$269K Sell
2,929
-242
-8% -$19.6K 0.07% 241
2025
Q4 		$230K Buy
3,171
+5
+0.2% +$368 0.06% 249
2025
Q3 		$239K Buy
3,166
+5
+0.2% +$360 0.06% 235
2025
Q2 		$228K Sell
3,161
-25
-0.8% -$1.68K 0.07% 229
2025
Q1 		$200K Buy
3,186
+5
+0.2% +$337 0.08% 221
2024
Q4 		$207K Buy
3,181
+20
+0.6% +$1.31K 0.07% 224
2024
Q3 		$209K Sell
3,161
-333
-10% -$23.6K 0.06% 244
2024
Q2 		$255K Sell
3,494
-484
-12% -$34.6K 0.08% 195
2024
Q1 		$288K Sell
3,978
-278
-7% -$17.8K 0.11% 171
2023
Q4 		$269K Sell
4,256
-186
-4% -$12.2K 0.1% 177
2023
Q3 		$299K Buy
4,442
+19
+0.4% +$1.18K 0.14% 150
2023
Q2 		$273K Sell
4,423
-1,276
-22% -$76.6K 0.13% 163
2023
Q1 		$346K Buy
5,699
+1,337
+31% +$78.7K 0.17% 148
2022
Q4 		$259K Buy
4,362
+14
+0.3% +$772 0.13% 172
2022
Q3 		$219K Buy
4,348
+15
+0.3% +$773 0.14% 160
2022
Q2 		$206K Buy
4,333
+4
+0.1% +$225 0.11% 172
2022
Q1 		$238K Buy
+4,329
New +$230K 0.11% 179

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

Roman Butler Fullerton & Co's SHEL Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its Shell (SHEL) stake by 0.17% in Q2 2026, buying an estimated $432 and bringing the position to 2,934 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #257.

Roman Butler Fullerton & Co first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $346K in Q1 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Roman Butler Fullerton & Co held 2,934 shares of Shell worth $246K as of Q2 2026.
  • Roman Butler Fullerton & Co bought 5 Shell shares in Q2 2026, an estimated $432.
  • Shell made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #257 holding.
  • Roman Butler Fullerton & Co first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Roman Butler Fullerton & Co's Shell position peaked at $346K in Q1 2023.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.