SGK
SHEL icon

Steigerwald Gordon & Koch’s Shell SHEL Stock Holding History

Steigerwald Gordon & Koch’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 		$27.1K Hold
350
– – ﹤0.01% 393
2026
Q1 		$32.5K Sell
350
-299
-46% -$24.2K ﹤0.01% 359
2025
Q4 		$47.7K Buy
649
+220
+51% +$16.2K ﹤0.01% 318
2025
Q3 		$30.7K Buy
+429
New +$30.9K ﹤0.01% 370

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Steigerwald Gordon & Koch's SHEL Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Shell (SHEL) position steady in Q2 2026 at 350 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Steigerwald Gordon & Koch first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $47.7K in Q4 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Steigerwald Gordon & Koch held 350 shares of Shell worth $27.1K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #393 holding.
  • Steigerwald Gordon & Koch first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Shell position peaked at $47.7K in Q4 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.