UHLMANN PRICE SECURITIES’s Shell SHEL Stock Holding History

UHLMANN PRICE SECURITIES’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	$333K	Buy	4,295 +6	+0.1%	+$518	0.01%	200
2026 Q1	$398K	Buy	4,289 +290	+7%	+$23.4K	0.03%	151
2025 Q4	$294K	Buy	3,999 +6	+0.2%	+$442	0.17%	132
2025 Q3	$286K	Buy	3,993 +6	+0.2%	+$432	0.17%	132
2025 Q2	$281K	Buy	3,987 +6	+0.2%	+$402	0.2%	128
2025 Q1	$292K	Buy	3,981 +5	+0.1%	+$337	0.21%	114
2024 Q4	$249K	Buy	3,976 +7	+0.2%	+$459	0.19%	128
2024 Q3	$262K	Buy	+3,969	New	+$281K	0.21%	128

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

UHLMANN PRICE SECURITIES's SHEL Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its Shell (SHEL) stake by 0.14% in Q2 2026, buying an estimated $518 and bringing the position to 4,295 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #200.

UHLMANN PRICE SECURITIES first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $398K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

UHLMANN PRICE SECURITIES held 4,295 shares of Shell worth $333K as of Q2 2026.
UHLMANN PRICE SECURITIES bought 6 Shell shares in Q2 2026, an estimated $518.
Shell made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #200 holding.
UHLMANN PRICE SECURITIES first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
UHLMANN PRICE SECURITIES's Shell position peaked at $398K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.