Walsh & Associates’s Shell SHEL Stock Holding History

Walsh & Associates’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	-4	Closed	-$372	–	289
2026 Q1	$372	Buy	+4	New	+$323	﹤0.01%	242

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

Walsh & Associates's SHEL Position: Q2 2026 in Review

Walsh & Associates sold out of Shell (SHEL) in Q2 2026, closing a stake of 4 shares — an estimated $372 sold.

Walsh & Associates first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $372 in Q1 2026. 1,520 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Walsh & Associates reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 4 Shell shares in Q2 2026, an estimated $372.
Walsh & Associates first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Walsh & Associates's Shell position peaked at $372 in Q1 2026.
1,520 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.