Sittner & Nelson’s Shell SHEL Stock Holding History

Sittner & Nelson’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	$452K	Sell	5,828 -169	-3%	-$14.6K	0.14%	109
2026 Q1	$558K	Buy	5,997 +2	+0%	+$162	0.2%	86
2025 Q4	$451K	Buy	5,995 +2	+0%	+$147	0.16%	100
2025 Q3	$429K	Sell	5,993 -198	-3%	-$14.3K	0.16%	94
2025 Q2	$436K	Buy	6,191 +2	+0%	+$134	0.18%	91
2025 Q1	$454K	Buy	6,189 +2	+0%	+$135	0.19%	82
2024 Q4	$388K	Buy	6,187 +3	+0%	+$197	0.17%	86
2024 Q3	$408K	Buy	6,184 +2	+0%	+$142	0.18%	80
2024 Q2	$446K	Buy	6,182 +2	+0%	+$143	0.22%	69
2024 Q1	$414K	Buy	6,180 +2	+0%	+$128	0.21%	75
2023 Q4	$407K	Sell	6,178 -98	-2%	-$6.43K	0.22%	76
2023 Q3	$404K	Sell	6,276 -998	-14%	-$62.1K	0.23%	71
2023 Q2	$439K	Buy	7,274 +2	+0%	+$120	0.24%	69
2023 Q1	$418K	Sell	7,272 -398	-5%	-$23.4K	0.24%	72
2022 Q4	$437K	Hold	7,670	–	–	0.27%	71
2022 Q3	$382K	Hold	7,670	–	–	0.26%	67
2022 Q2	$401K	Sell	7,670 -160	-2%	-$8.99K	0.26%	67
2022 Q1	$430K	Buy	+7,830	New	+$416K	0.25%	65

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

Sittner & Nelson's SHEL Position: Q2 2026 in Review

Sittner & Nelson reduced its Shell (SHEL) stake by 2.8% in Q2 2026, selling an estimated $14.6K and leaving 5,828 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #109.

Sittner & Nelson first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $558K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Sittner & Nelson held 5,828 shares of Shell worth $452K as of Q2 2026.
Sittner & Nelson sold 169 Shell shares in Q2 2026, an estimated $14.6K.
Shell made up 0.14% of Sittner & Nelson's portfolio in Q2 2026, its #109 holding.
Sittner & Nelson first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Sittner & Nelson's Shell position peaked at $558K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.