Westend Capital Management’s Shell SHEL Stock Holding History

Westend Capital Management’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	$40.4K	Sell	521 -1,284	-71%	-$111K	0.01%	104
2026 Q1	$168K	Sell	1,805 -61	-3%	-$4.93K	0.05%	54
2025 Q4	$137K	Sell	1,866 -60	-3%	-$4.42K	0.04%	57
2025 Q3	$138K	Buy	1,926 +60	+3%	+$4.32K	0.04%	45
2025 Q2	$131K	Hold	1,866	–	–	0.04%	48
2025 Q1	$137K	Hold	1,866	–	–	0.05%	50
2024 Q4	$117K	Hold	1,866	–	–	0.03%	52
2024 Q3	$123K	Hold	1,866	–	–	0.04%	55
2024 Q2	$136K	Sell	1,866 -153	-8%	-$10.9K	0.05%	46
2024 Q1	$135K	Buy	+2,019	New	+$129K	0.05%	50

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

Westend Capital Management's SHEL Position: Q2 2026 in Review

Westend Capital Management reduced its Shell (SHEL) stake by 71% in Q2 2026, selling an estimated $111K and leaving 521 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #104.

Westend Capital Management first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $168K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Westend Capital Management held 521 shares of Shell worth $40.4K as of Q2 2026.
Westend Capital Management sold 1,284 Shell shares in Q2 2026, an estimated $111K.
Shell made up 0.01% of Westend Capital Management's portfolio in Q2 2026, its #104 holding.
Westend Capital Management first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Westend Capital Management's Shell position peaked at $168K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.