Van Strum & Towne’s Shell SHEL Stock Holding History

Van Strum & Towne’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	–	Sell	-2,555	Closed	-$238K	–	113
2026 Q1	$238K	Buy	+2,555	New	+$206K	0.07%	105
2025 Q2	–	Sell	-4,630	Closed	-$339K	–	114
2025 Q1	$339K	Buy	+4,630	New	+$312K	0.11%	92

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

Van Strum & Towne's SHEL Position: Q2 2026 in Review

Van Strum & Towne sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,555 shares — an estimated $238K sold.

Van Strum & Towne first reported a position in SHEL in Q1 2025 and held it in 2 quarters. The position peaked at $339K in Q1 2025. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Van Strum & Towne reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Van Strum & Towne sold 2,555 Shell shares in Q2 2026, an estimated $238K.
Van Strum & Towne first reported a position in Shell in Q1 2025 and held it in 2 quarters.
Van Strum & Towne's Shell position peaked at $339K in Q1 2025.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.