Romano Brothers & Co’s Shell SHEL Stock Holding History

Romano Brothers & 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	$477K	Hold	6,150	–	–	0.05%	244
2026 Q1	$572K	Hold	6,150	–	–	0.07%	213
2025 Q4	$452K	Hold	6,150	–	–	0.05%	231
2025 Q3	$440K	Sell	6,150 -400	-6%	-$28.8K	0.05%	233
2025 Q2	$461K	Sell	6,550 -200	-3%	-$13.4K	0.06%	224
2025 Q1	$495K	Sell	6,750 -534	-7%	-$36K	0.06%	216
2024 Q4	$456K	Sell	7,284 -250	-3%	-$16.4K	0.06%	220
2024 Q3	$497K	Sell	7,534 -250	-3%	-$17.7K	0.06%	216
2024 Q2	$562K	Buy	7,784 +300	+4%	+$21.4K	0.08%	198
2024 Q1	$502K	Hold	7,484	–	–	0.07%	208
2023 Q4	$492K	Sell	7,484 -1,219	-14%	-$80K	0.07%	199
2023 Q3	$560K	Sell	8,703 -526	-6%	-$32.7K	0.09%	188
2023 Q2	$557K	Sell	9,229 -199	-2%	-$11.9K	0.08%	197
2023 Q1	$542K	Sell	9,428 -150	-2%	-$8.82K	0.08%	197
2022 Q4	$545K	Sell	9,578 -1,890	-16%	-$104K	0.08%	194
2022 Q3	$571K	Buy	+11,468	New	+$591K	0.09%	183

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

Romano Brothers & Co's SHEL Position: Q2 2026 in Review

Romano Brothers & Co held its Shell (SHEL) position steady in Q2 2026 at 6,150 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #244.

Romano Brothers & Co first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $572K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Romano Brothers & Co held 6,150 shares of Shell worth $477K as of Q2 2026.
Romano Brothers & Co left its Shell share count unchanged in Q2 2026.
Shell made up 0.05% of Romano Brothers & Co's portfolio in Q2 2026, its #244 holding.
Romano Brothers & Co first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's Shell position peaked at $572K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.