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Waters Parkerson & Co’s Shell SHEL Stock Holding History

Waters Parkerson & Co’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 		$2.01M Sell
25,906
-150
-0.6% -$12.9K 0.1% 80
2026
Q1 		$2.42M Sell
26,056
-175
-0.7% -$14.1K 0.12% 73
2025
Q4 		$1.93M Buy
26,231
+145
+0.6% +$10.7K 0.09% 82
2025
Q3 		$1.87M Sell
26,086
-627
-2% -$45.1K 0.09% 85
2025
Q2 		$1.88M Sell
26,713
-375
-1% -$25.1K 0.09% 82
2025
Q1 		$1.99M Buy
27,088
+300
+1% +$20.2K 0.11% 80
2024
Q4 		$1.68M Sell
26,788
-508
-2% -$33.3K 0.09% 83
2024
Q3 		$1.8M Sell
27,296
-100
-0.4% -$7.08K 0.09% 81
2024
Q2 		$1.98M Sell
27,396
-749
-3% -$53.5K 0.11% 76
2024
Q1 		$1.89M Buy
28,145
+664
+2% +$42.5K 0.1% 77
2023
Q4 		$1.81M Sell
27,481
-6,750
-20% -$443K 0.1% 77
2023
Q3 		$2.2M Sell
34,231
-553
-2% -$34.4K 0.13% 67
2023
Q2 		$2.1M Sell
34,784
-225
-0.6% -$13.5K 0.12% 70
2023
Q1 		$2.01M Hold
35,009
– – 0.12% 72
2022
Q4 		$1.99M Sell
35,009
-440
-1% -$24.3K 0.12% 70
2022
Q3 		$1.76M Sell
35,449
-1,700
-5% -$87.6K 0.12% 72
2022
Q2 		$1.94M Sell
37,149
-4,500
-11% -$253K 0.12% 68
2022
Q1 		$2.29M Buy
+41,649
New +$2.21M 0.13% 67

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Waters Parkerson & Co's SHEL Position: Q2 2026 in Review

Waters Parkerson & Co reduced its Shell (SHEL) stake by 0.58% in Q2 2026, selling an estimated $12.9K and leaving 25,906 shares worth $2.01M. The position accounts for 0.1% of the portfolio, ranked #80.

Waters Parkerson & Co first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.42M in Q1 2026. 952 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Waters Parkerson & Co held 25,906 shares of Shell worth $2.01M as of Q2 2026.
  • Waters Parkerson & Co sold 150 Shell shares in Q2 2026, an estimated $12.9K.
  • Shell made up 0.1% of Waters Parkerson & Co's portfolio in Q2 2026, its #80 holding.
  • Waters Parkerson & Co first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Waters Parkerson & Co's Shell position peaked at $2.42M in Q1 2026.
  • 952 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.