Tufton Capital Management’s Shell SHEL Stock Holding History

Tufton 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	$246K	Buy	3,178 +78	+3%	+$6.73K	0.04%	114
2026 Q1	$288K	Hold	3,100	–	–	0.05%	112
2025 Q4	$227K	Sell	3,100 -94	-3%	-$6.92K	0.04%	116
2025 Q3	$228K	Hold	3,194	–	–	0.04%	115
2025 Q2	$224K	Sell	3,194 -445	-12%	-$29.8K	0.04%	113
2025 Q1	$267K	Buy	3,639 +94	+3%	+$6.33K	0.05%	107
2024 Q4	$222K	Hold	3,545	–	–	0.04%	117
2024 Q3	$234K	Hold	3,545	–	–	0.04%	114
2024 Q2	$256K	Hold	3,545	–	–	0.05%	114
2024 Q1	$238K	Hold	3,545	–	–	0.05%	113
2023 Q4	$233K	Hold	3,545	–	–	0.05%	117
2023 Q3	$228K	Hold	3,545	–	–	0.05%	114
2023 Q2	$214K	Hold	3,545	–	–	0.05%	115
2023 Q1	$204K	Hold	3,545	–	–	0.04%	117
2022 Q4	$202K	Buy	+3,545	New	+$195K	0.04%	113
2022 Q2	–	Sell	-3,883	Closed	-$213K	–	121
2022 Q1	$213K	Buy	+3,883	New	+$206K	0.03%	122

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

Tufton Capital Management's SHEL Position: Q2 2026 in Review

Tufton Capital Management increased its Shell (SHEL) stake by 2.5% in Q2 2026, buying an estimated $6.73K and bringing the position to 3,178 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #114.

Tufton Capital Management first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $288K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Tufton Capital Management held 3,178 shares of Shell worth $246K as of Q2 2026.
Tufton Capital Management bought 78 Shell shares in Q2 2026, an estimated $6.73K.
Shell made up 0.04% of Tufton Capital Management's portfolio in Q2 2026, its #114 holding.
Tufton Capital Management first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
Tufton Capital Management's Shell position peaked at $288K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.