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Saxon Interests’s Shell SHEL Stock Holding History

Saxon Interests’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
Q3 		– Sell
-4,816
Closed -$373K – 240
2026
Q2 		$373K Buy
+4,816
New +$416K 0.1% 181
2024
Q1 		– Sell
-6,365
Closed -$419K – 201
2023
Q4 		$419K Buy
+6,365
New +$418K 0.21% 112
2023
Q3 		– Sell
-6,365
Closed -$384K – 171
2023
Q2 		$384K Hold
6,365
– – 0.21% 111
2023
Q1 		$366K Sell
6,365
-500
-7% -$29.4K 0.21% 121
2022
Q4 		$399K Sell
6,865
-2,800
-29% -$154K 0.23% 107
2022
Q3 		$522K Hold
9,665
– – 0.32% 78
2022
Q2 		$505K Buy
+9,665
New +$543K 0.31% 82

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Saxon Interests's SHEL Position: Q3 2026 in Review

Saxon Interests sold out of Shell (SHEL) in Q3 2026, closing a stake of 4,816 shares — an estimated $373K sold.

Saxon Interests first reported a position in SHEL in Q2 2022 and held it in 7 quarters. The position peaked at $522K in Q3 2022. 1,282 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Saxon Interests reported no remaining Shell position as of Q3 2026 after selling out during the quarter.
  • Saxon Interests sold 4,816 Shell shares in Q3 2026, an estimated $373K.
  • Saxon Interests first reported a position in Shell in Q2 2022 and held it in 7 quarters.
  • Saxon Interests's Shell position peaked at $522K in Q3 2022.
  • 1,282 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.