Wedgewood Investors’s Shell SHEL Stock Holding History

Wedgewood Investors’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	$233K	Hold	3,000	–	–	0.24%	100
2026 Q1	$279K	Hold	3,000	–	–	0.32%	78
2025 Q4	$220K	Hold	3,000	–	–	0.25%	95
2025 Q3	$215K	Hold	3,000	–	–	0.24%	99
2025 Q2	$211K	Hold	3,000	–	–	0.24%	95
2025 Q1	$220K	Buy	+3,000	New	+$202K	0.26%	91
2024 Q3	–	Sell	-3,000	Closed	-$217K	–	102
2024 Q2	$217K	Buy	+3,000	New	+$214K	0.26%	94
2022 Q3	–	Sell	-3,900	Closed	-$204K	–	88
2022 Q2	$204K	Hold	3,900	–	–	0.29%	88
2022 Q1	$214K	Buy	+3,900	New	+$207K	0.26%	93

Other funds holding SHEL

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wedgewood Investors's SHEL Position: Q2 2026 in Review

Wedgewood Investors held its Shell (SHEL) position steady in Q2 2026 at 3,000 shares worth $233K. The position accounts for 0.24% of the portfolio, ranked #100.

Wedgewood Investors first reported a position in SHEL in Q1 2022 and has held it in 9 quarters since. The position peaked at $279K in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Wedgewood Investors held 3,000 shares of Shell worth $233K as of Q2 2026.
Wedgewood Investors left its Shell share count unchanged in Q2 2026.
Shell made up 0.24% of Wedgewood Investors's portfolio in Q2 2026, its #100 holding.
Wedgewood Investors first reported a position in Shell in Q1 2022 and has held it in 9 quarters since.
Wedgewood Investors's Shell position peaked at $279K in Q1 2026.
676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.