Westmount Partners’s Shell SHEL Stock Holding History

Westmount Partners’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	$327K	Buy	4,212 +2	+0%	+$173	0.07%	199
2026 Q1	$392K	Hold	4,210	–	–	0.1%	171
2025 Q4	$309K	Hold	4,210	–	–	0.08%	191
2025 Q3	$305K	Sell	4,210 -107	-2%	-$7.71K	0.08%	192
2025 Q2	$304K	Hold	4,317	–	–	0.08%	193
2025 Q1	$316K	Sell	4,317 -2,394	-36%	-$161K	0.1%	178
2024 Q4	$420K	Hold	6,711	–	–	0.13%	130
2024 Q3	$443K	Sell	6,711 -172	-2%	-$12.2K	0.13%	128
2024 Q2	$502K	Hold	6,883	–	–	0.17%	110
2024 Q1	$461K	Buy	6,883 +210	+3%	+$13.5K	0.17%	120
2023 Q4	$439K	Hold	6,673	–	–	0.18%	120
2023 Q3	$430K	Buy	6,673 +81	+1%	+$5.04K	0.19%	119
2023 Q2	$398K	Buy	6,592 +367	+6%	+$22K	0.17%	119
2023 Q1	$358K	Buy	6,225 +2,100	+51%	+$124K	0.17%	128
2022 Q4	$235K	Buy	+4,125	New	+$227K	0.12%	154

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

Westmount Partners's SHEL Position: Q2 2026 in Review

Westmount Partners increased its Shell (SHEL) stake by 0.05% in Q2 2026, buying an estimated $173 and bringing the position to 4,212 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #199.

Westmount Partners first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $502K in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Westmount Partners held 4,212 shares of Shell worth $327K as of Q2 2026.
Westmount Partners bought 2 Shell shares in Q2 2026, an estimated $173.
Shell made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #199 holding.
Westmount Partners first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's Shell position peaked at $502K in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.