Vaughan David Investments’s Shell SHEL Stock Holding History

Vaughan David Investments’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	$496K	Sell	6,393 -437	-6%	-$37.7K	0.01%	182
2026 Q1	$635K	Sell	6,830 -300	-4%	-$24.2K	0.01%	165
2025 Q4	$524K	Hold	7,130	–	–	0.01%	171
2025 Q3	$510K	Sell	7,130 -302	-4%	-$21.7K	0.01%	167
2025 Q2	$523K	Buy	7,432 +1,239	+20%	+$83K	0.01%	165
2025 Q1	$454K	Sell	6,193 -83	-1%	-$5.59K	0.01%	158
2024 Q4	$393K	Hold	6,276	–	–	0.01%	168
2024 Q3	$414K	Sell	6,276 -1,000	-14%	-$70.8K	0.01%	167
2024 Q2	$525K	Sell	7,276 -2,440	-25%	-$174K	0.01%	153
2024 Q1	$651K	Buy	9,716 +2,440	+34%	+$156K	0.02%	152
2023 Q4	$479K	Buy	7,276 +183	+3%	+$12K	0.01%	154
2023 Q3	$457K	Sell	7,093 -1,000	-12%	-$62.2K	0.01%	154
2023 Q2	$489K	Buy	8,093 +83	+1%	+$4.98K	0.01%	155
2023 Q1	$461K	Hold	8,010	–	–	0.01%	154
2022 Q4	$456K	Hold	8,010	–	–	0.01%	153
2022 Q3	$399K	Hold	8,010	–	–	0.01%	154
2022 Q2	$419K	Sell	8,010 -1,065	-12%	-$59.8K	0.01%	150
2022 Q1	$498K	Buy	+9,075	New	+$482K	0.01%	147

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

Vaughan David Investments's SHEL Position: Q2 2026 in Review

Vaughan David Investments reduced its Shell (SHEL) stake by 6.4% in Q2 2026, selling an estimated $37.7K and leaving 6,393 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #182.

Vaughan David Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $651K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Vaughan David Investments held 6,393 shares of Shell worth $496K as of Q2 2026.
Vaughan David Investments sold 437 Shell shares in Q2 2026, an estimated $37.7K.
Shell made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #182 holding.
Vaughan David Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Vaughan David Investments's Shell position peaked at $651K in Q1 2024.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.