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Templeton & Phillips Capital Management’s Shell SHEL Stock Holding History

Templeton & Phillips Capital 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 		$383K Buy
4,940
+40
+0.8% +$3.45K 0.28% 36
2026
Q1 		$456K Buy
+4,900
New +$396K 0.37% 26
2023
Q4 		– Sell
-9,430
Closed -$607K – 31
2023
Q3 		$607K Buy
+9,430
New +$587K 0.64% 14

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

Templeton & Phillips Capital Management's SHEL Position: Q2 2026 in Review

Templeton & Phillips Capital Management increased its Shell (SHEL) stake by 0.82% in Q2 2026, buying an estimated $3.45K and bringing the position to 4,940 shares worth $383K. The position accounts for 0.28% of the portfolio, ranked #36.

Templeton & Phillips Capital Management first reported a position in SHEL in Q3 2023 and has held it in 3 quarters since. The position peaked at $607K in Q3 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Templeton & Phillips Capital Management held 4,940 shares of Shell worth $383K as of Q2 2026.
  • Templeton & Phillips Capital Management bought 40 Shell shares in Q2 2026, an estimated $3.45K.
  • Shell made up 0.28% of Templeton & Phillips Capital Management's portfolio in Q2 2026, its #36 holding.
  • Templeton & Phillips Capital Management first reported a position in Shell in Q3 2023 and has held it in 3 quarters since.
  • Templeton & Phillips Capital Management's Shell position peaked at $607K in Q3 2023.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.