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Sawyer & Company’s Shell SHEL Stock Holding History

Sawyer & Company’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 		$69.1K Hold
891
– – 0.02% 117
2026
Q1 		$82.9K Hold
891
– – 0.03% 110
2025
Q4 		$65.5K Sell
891
-174
-16% -$12.8K 0.02% 117
2025
Q3 		$75K Buy
1,065
+174
+20% +$12.5K 0.03% 111
2025
Q2 		$69.1K Sell
891
-174
-16% -$11.7K 0.02% 117
2025
Q1 		$78K Sell
1,065
-696
-40% -$46.9K 0.03% 111
2024
Q4 		$110K Sell
1,761
-1,395
-44% -$91.4K 0.04% 105
2024
Q3 		$208K Sell
3,156
-255
-7% -$18.1K 0.08% 97
2024
Q2 		$246K Sell
3,411
-125
-4% -$8.93K 0.1% 94
2024
Q1 		$237K Sell
3,536
-55
-2% -$3.52K 0.09% 94
2023
Q4 		$236K Sell
3,591
-1,675
-32% -$110K 0.1% 92
2023
Q3 		$339K Sell
5,266
-100
-2% -$6.22K 0.16% 86
2023
Q2 		$324K Hold
5,366
– – 0.15% 88
2023
Q1 		$326K Sell
5,366
-193
-3% -$11.4K 0.18% 84
2022
Q4 		$317K Sell
5,559
-251
-4% -$13.8K 0.16% 87
2022
Q3 		$289K Hold
5,810
– – 0.16% 89
2022
Q2 		$304K Sell
5,810
-480
-8% -$27K 0.15% 91
2022
Q1 		$346K Buy
+6,290
New +$334K 0.16% 89

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sawyer & Company's SHEL Position: Q2 2026 in Review

Sawyer & Company held its Shell (SHEL) position steady in Q2 2026 at 891 shares worth $69.1K. The position accounts for 0.02% of the portfolio, ranked #117.

Sawyer & Company first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $346K in Q1 2022. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sawyer & Company held 891 shares of Shell worth $69.1K as of Q2 2026.
  • Sawyer & Company left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.02% of Sawyer & Company's portfolio in Q2 2026, its #117 holding.
  • Sawyer & Company first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Sawyer & Company's Shell position peaked at $346K in Q1 2022.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.