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Tucker Asset Management’s Shell SHEL Stock Holding History

Tucker 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 		$354K Sell
4,567
-129
-3% -$11.1K 0.09% 112
2026
Q1 		$437K Sell
4,696
-248
-5% -$20K 0.13% 66
2025
Q4 		$363K Sell
4,944
-270
-5% -$19.9K 0.11% 51
2025
Q3 		$373K Sell
5,214
-399
-7% -$28.7K 0.11% 54
2025
Q2 		$395K Buy
5,613
+401
+8% +$26.9K 0.13% 49
2025
Q1 		$382K Sell
5,212
-1,521
-23% -$102K 0.12% 44
2024
Q4 		$422K Sell
6,733
-455
-6% -$29.8K 0.04% 60
2024
Q3 		$474K Buy
7,188
+1,021
+17% +$72.3K 0.11% 61
2024
Q2 		$445K Buy
6,167
+120
+2% +$8.58K 0.1% 67
2024
Q1 		$405K Buy
6,047
+1,036
+21% +$66.4K 0.09% 82
2023
Q4 		$330K Buy
5,011
+685
+16% +$45K 0.08% 93
2023
Q3 		$279K Buy
4,326
+554
+15% +$34.5K 0.07% 104
2023
Q2 		$228K Sell
3,772
-279
-7% -$16.7K 0.07% 96
2023
Q1 		$233K Buy
4,051
+604
+18% +$35.5K 0.07% 74
2022
Q4 		$195K Buy
3,447
+210
+6% +$11.6K 0.06% 55
2022
Q3 		$180K Buy
3,237
+875
+37% +$45.1K 0.06% 43
2022
Q2 		$124K Sell
2,362
-851
-26% -$47.8K 0.04% 35
2022
Q1 		$176K Buy
+3,213
New +$171K 0.06% 26

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

Tucker Asset Management's SHEL Position: Q2 2026 in Review

Tucker Asset Management reduced its Shell (SHEL) stake by 2.7% in Q2 2026, selling an estimated $11.1K and leaving 4,567 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #112.

Tucker Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $474K in Q3 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Tucker Asset Management held 4,567 shares of Shell worth $354K as of Q2 2026.
  • Tucker Asset Management sold 129 Shell shares in Q2 2026, an estimated $11.1K.
  • Shell made up 0.09% of Tucker Asset Management's portfolio in Q2 2026, its #112 holding.
  • Tucker Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Tucker Asset Management's Shell position peaked at $474K in Q3 2024.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.