Shulman DeMeo Asset Management’s Shell SHEL Stock Holding History

Shulman DeMeo Asset 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	$327K	Sell	4,217 -7	-0.2%	-$604	0.06%	106
2026 Q1	$393K	Sell	4,224 -26	-0.6%	-$2.1K	0.08%	87
2025 Q4	$312K	Hold	4,250	–	–	0.07%	89
2025 Q3	$304K	Sell	4,250 -6	-0.1%	-$432	0.07%	93
2025 Q2	$300K	Sell	4,256 -121	-3%	-$8.11K	0.07%	91
2025 Q1	$321K	Buy	4,377 +121	+3%	+$8.15K	0.09%	84
2024 Q4	$267K	Sell	4,256 -47	-1%	-$3.08K	0.07%	98
2024 Q3	$284K	Sell	4,303 -104	-2%	-$7.37K	0.07%	104
2024 Q2	$318K	Hold	4,407	–	–	0.08%	93
2024 Q1	$295K	Hold	4,407	–	–	0.08%	102
2023 Q4	$290K	Sell	4,407 -77	-2%	-$5.05K	0.08%	105
2023 Q3	$289K	Sell	4,484 -406	-8%	-$25.3K	0.1%	94
2023 Q2	$295K	Sell	4,890 -130	-3%	-$7.8K	0.09%	99
2023 Q1	$289K	Sell	5,020 -920	-15%	-$54.1K	0.09%	101
2022 Q4	$338K	Sell	5,940 -9	-0.2%	-$496	0.11%	87
2022 Q3	$296K	Hold	5,949	–	–	0.11%	94
2022 Q2	$311K	Hold	5,949	–	–	0.1%	97
2022 Q1	$327K	Buy	+5,949	New	+$316K	0.09%	104

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

Shulman DeMeo Asset Management's SHEL Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Shell (SHEL) stake by 0.17% in Q2 2026, selling an estimated $604 and leaving 4,217 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #106.

Shulman DeMeo Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $393K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Shulman DeMeo Asset Management held 4,217 shares of Shell worth $327K as of Q2 2026.
Shulman DeMeo Asset Management sold 7 Shell shares in Q2 2026, an estimated $604.
Shell made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #106 holding.
Shulman DeMeo Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Shulman DeMeo Asset Management's Shell position peaked at $393K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.