Schulhoff & Co’s Shell SHEL Stock Holding History

Schulhoff & 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 Q1	$1.08M	Buy	11,635 +13	+0.1%	+$1.05K	0.44%	53
2025 Q4	$854K	Buy	11,622 +10	+0.1%	+$737	0.36%	62
2025 Q3	$831K	Buy	11,612 +10	+0.1%	+$720	0.35%	64
2025 Q2	$817K	Buy	11,602 +485	+4%	+$32.5K	0.36%	62
2025 Q1	$815K	Buy	11,117 +750	+7%	+$50.5K	0.36%	62
2024 Q4	$649K	Hold	10,367	–	–	0.24%	68
2024 Q3	$684K	Buy	10,367 +275	+3%	+$19.5K	0.29%	69
2024 Q2	$728K	Buy	10,092 +70	+0.7%	+$5K	0.33%	66
2024 Q1	$672K	Buy	10,022 +185	+2%	+$11.9K	0.29%	69
2023 Q4	$647K	Hold	9,837	–	–	0.31%	69
2023 Q3	$633K	Buy	9,837 +20	+0.2%	+$1.25K	0.32%	64
2023 Q2	$593K	Buy	9,817 +150	+2%	+$9K	0.28%	71
2023 Q1	$556K	Hold	9,667	–	–	0.26%	72
2022 Q4	$551K	Hold	9,667	–	–	0.25%	71
2022 Q3	$481K	Buy	9,667 +100	+1%	+$5.15K	0.25%	69
2022 Q2	$500K	Buy	+9,567	New	+$538K	0.23%	73

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schulhoff & Co's SHEL Position: Q1 2026 in Review

Schulhoff & Co increased its Shell (SHEL) stake by 0.11% in Q1 2026, buying an estimated $1.05K and bringing the position to 11,635 shares worth $1.08M. The position accounts for 0.44% of the portfolio, ranked #53.

Schulhoff & Co first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Schulhoff & Co held 11,635 shares of Shell worth $1.08M as of Q1 2026.
Schulhoff & Co bought 13 Shell shares in Q1 2026, an estimated $1.05K.
Shell made up 0.44% of Schulhoff & Co's portfolio in Q1 2026, its #53 holding.
Schulhoff & Co first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Schulhoff & Co's 13F filing for Q1 2026, filed 11 May 2026.