Shufro Rose & Co’s Shell SHEL Stock Holding History

Shufro Rose & 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 Q2	$1.22M	Sell	15,750 -1,800	-10%	-$155K	0.07%	114
2026 Q1	$1.63M	Hold	17,550	–	–	0.11%	91
2025 Q4	$1.29M	Sell	17,550 -5,764	-25%	-$425K	0.09%	98
2025 Q3	$1.71M	Sell	23,314 -200	-0.9%	-$14.4K	0.14%	85
2025 Q2	$1.72M	Hold	23,514	–	–	0.14%	84
2025 Q1	$1.72M	Buy	23,514 +3,064	+15%	+$206K	0.14%	85
2024 Q4	$1.28M	Sell	20,450 -400	-2%	-$26.2K	0.1%	102
2024 Q3	$1.5M	Hold	20,850	–	–	0.12%	95
2024 Q2	$1.5M	Buy	20,850 +400	+2%	+$28.6K	0.12%	95
2024 Q1	$1.37M	Buy	20,450 +1,800	+10%	+$115K	0.11%	102
2023 Q4	$1.2M	Buy	18,650 +200	+1%	+$13.1K	0.11%	102
2023 Q3	$1.19M	Sell	18,450 -1,000	-5%	-$62.2K	0.11%	103
2023 Q2	$1.17M	Sell	19,450 -950	-5%	-$57K	0.11%	105
2023 Q1	$1.17M	Buy	20,400 +250	+1%	+$14.7K	0.11%	103
2022 Q4	$1.15M	Buy	20,150 +100	+0.5%	+$5.51K	0.1%	107
2022 Q3	$998K	Sell	20,050 -300	-1%	-$15.5K	0.1%	109
2022 Q2	$1.06M	Buy	20,350 +6,800	+50%	+$382K	0.09%	110
2022 Q1	$744K	Buy	+13,550	New	+$719K	0.06%	146

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

Shufro Rose & Co's SHEL Position: Q2 2026 in Review

Shufro Rose & Co reduced its Shell (SHEL) stake by 10% in Q2 2026, selling an estimated $155K and leaving 15,750 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #114.

Shufro Rose & Co first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.72M in Q2 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Shufro Rose & Co held 15,750 shares of Shell worth $1.22M as of Q2 2026.
Shufro Rose & Co sold 1,800 Shell shares in Q2 2026, an estimated $155K.
Shell made up 0.07% of Shufro Rose & Co's portfolio in Q2 2026, its #114 holding.
Shufro Rose & Co first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Shufro Rose & Co's Shell position peaked at $1.72M in Q2 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.