Schnieders Capital Management’s Shell SHEL Stock Holding History

Schnieders Capital Management’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	$550K	Buy	7,095 +210	+3%	+$18.1K	0.07%	141
2026 Q1	$640K	Sell	6,885 -300	-4%	-$24.2K	0.1%	111
2025 Q4	$528K	Hold	7,185	–	–	0.08%	121
2025 Q3	$514K	Sell	7,185 -175	-2%	-$12.6K	0.09%	131
2025 Q2	$518K	Sell	7,360 -4,800	-39%	-$322K	0.09%	134
2025 Q1	$891K	Buy	12,160 +500	+4%	+$33.7K	0.19%	84
2024 Q4	$730K	Sell	11,660 -100	-0.9%	-$6.55K	0.14%	94
2024 Q3	$776K	Hold	11,760	–	–	0.15%	95
2024 Q2	$849K	Buy	11,760 +1,300	+12%	+$92.9K	0.17%	82
2024 Q1	$701K	Hold	10,460	–	–	0.14%	98
2023 Q4	$688K	Sell	10,460 -350	-3%	-$23K	0.15%	95
2023 Q3	$696K	Hold	10,810	–	–	0.16%	91
2023 Q2	$653K	Sell	10,810 -50	-0.5%	-$3K	0.14%	104
2023 Q1	$625K	Sell	10,860 -975	-8%	-$57.4K	0.14%	104
2022 Q4	$674K	Sell	11,835 -10	-0.1%	-$551	0.15%	95
2022 Q3	$589K	Hold	11,845	–	–	0.16%	98
2022 Q2	$619K	Hold	11,845	–	–	0.18%	99
2022 Q1	$651K	Buy	+11,845	New	+$629K	0.16%	106

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

Schnieders Capital Management's SHEL Position: Q2 2026 in Review

Schnieders Capital Management increased its Shell (SHEL) stake by 3.1% in Q2 2026, buying an estimated $18.1K and bringing the position to 7,095 shares worth $550K. The position accounts for 0.07% of the portfolio, ranked #141.

Schnieders Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $891K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Schnieders Capital Management held 7,095 shares of Shell worth $550K as of Q2 2026.
Schnieders Capital Management bought 210 Shell shares in Q2 2026, an estimated $18.1K.
Shell made up 0.07% of Schnieders Capital Management's portfolio in Q2 2026, its #141 holding.
Schnieders Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Schnieders Capital Management's Shell position peaked at $891K in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.