Schaper Benz & Wise Investment Counsel’s Shell SHEL Stock Holding History

Schaper Benz & Wise Investment Counsel’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	–	Sell	-2,565	Closed	-$239K	–	163
2026 Q1	$239K	Sell	2,565 -400	-13%	-$32.3K	0.02%	150
2025 Q4	$218K	Hold	2,965	–	–	0.02%	151
2025 Q3	$212K	Hold	2,965	–	–	0.02%	151
2025 Q2	$209K	Hold	2,965	–	–	0.02%	148
2025 Q1	$217K	Buy	+2,965	New	+$200K	0.02%	147
2024 Q3	–	Sell	-2,965	Closed	-$214K	–	152
2024 Q2	$214K	Buy	+2,965	New	+$212K	0.02%	141
2023 Q1	–	Sell	-3,665	Closed	-$209K	–	140
2022 Q4	$209K	Buy	+3,665	New	+$202K	0.02%	133
2022 Q2	–	Sell	-3,665	Closed	-$201K	–	152
2022 Q1	$201K	Buy	+3,665	New	+$195K	0.02%	146

Other funds holding SHEL

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Schaper Benz & Wise Investment Counsel's SHEL Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,565 shares — an estimated $239K sold.

Schaper Benz & Wise Investment Counsel first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $239K in Q1 2026. 656 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Schaper Benz & Wise Investment Counsel reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 2,565 Shell shares in Q2 2026, an estimated $239K.
Schaper Benz & Wise Investment Counsel first reported a position in Shell in Q1 2022 and held it in 8 quarters.
Schaper Benz & Wise Investment Counsel's Shell position peaked at $239K in Q1 2026.
656 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.