West Family Investments’s Shell SHEL Stock Holding History

West Family 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	$939K	Buy	12,116 +4,708	+64%	+$406K	0.27%	62
2026 Q1	$689K	Sell	7,408 -13,314	-64%	-$1.08M	0.24%	77
2025 Q4	$1.52M	Sell	20,722 -4,199	-17%	-$309K	0.36%	53
2025 Q3	$1.78M	Buy	24,921 +503	+2%	+$36.2K	0.4%	41
2025 Q2	$1.72M	Buy	24,418 +5,045	+26%	+$338K	0.45%	36
2025 Q1	$1.42M	Sell	19,373 -425	-2%	-$28.6K	0.53%	37
2024 Q4	$1.24M	Sell	19,798 -341	-2%	-$22.3K	0.43%	46
2024 Q3	$1.33M	Buy	20,139 +858	+4%	+$60.8K	0.45%	44
2024 Q2	$1.39M	Hold	19,281	–	–	0.42%	50
2024 Q1	$1.29M	Buy	19,281 +490	+3%	+$31.4K	0.4%	52
2023 Q4	$1.24M	Hold	18,791	–	–	0.42%	49
2023 Q3	$1.21M	Hold	18,791	–	–	0.42%	52
2023 Q2	$1.13M	Hold	18,791	–	–	0.44%	50
2023 Q1	$1.08M	Sell	18,791 -371	-2%	-$21.8K	0.43%	59
2022 Q4	$1.09M	Hold	19,162	–	–	0.37%	54
2022 Q3	$954K	Hold	19,162	–	–	0.4%	55
2022 Q2	$1M	Sell	19,162 -1,080	-5%	-$60.7K	0.4%	51
2022 Q1	$1.11M	Buy	+20,242	New	+$1.07M	0.32%	58

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

West Family Investments's SHEL Position: Q2 2026 in Review

West Family Investments increased its Shell (SHEL) stake by 64% in Q2 2026, buying an estimated $406K and bringing the position to 12,116 shares worth $939K. The position accounts for 0.27% of the portfolio, ranked #62.

West Family Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.78M in Q3 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

West Family Investments held 12,116 shares of Shell worth $939K as of Q2 2026.
West Family Investments bought 4,708 Shell shares in Q2 2026, an estimated $406K.
Shell made up 0.27% of West Family Investments's portfolio in Q2 2026, its #62 holding.
West Family Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
West Family Investments's Shell position peaked at $1.78M in Q3 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.