Westwood Holdings Group’s Shell SHEL Stock Holding History

Westwood Holdings Group’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	$628K	Buy	+8,105	New	+$700K	﹤0.01%	413
2024 Q3	–	Sell	-7,788	Closed	-$562K	–	491
2024 Q2	$562K	Hold	7,788	–	–	﹤0.01%	379
2024 Q1	$522K	Buy	7,788 +18	+0.2%	+$1.15K	﹤0.01%	399
2023 Q4	$511K	Hold	7,770	–	–	﹤0.01%	390
2023 Q3	$500K	Hold	7,770	–	–	﹤0.01%	381
2023 Q2	$469K	Hold	7,770	–	–	﹤0.01%	409
2023 Q1	$447K	Hold	7,770	–	–	﹤0.01%	414
2022 Q4	$443K	Hold	7,770	–	–	﹤0.01%	426
2022 Q3	$387K	Sell	7,770 -363	-4%	-$18.7K	﹤0.01%	400
2022 Q2	$425K	Buy	8,133 +200	+3%	+$11.2K	﹤0.01%	398
2022 Q1	$436K	Buy	+7,933	New	+$421K	﹤0.01%	392

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

Westwood Holdings Group's SHEL Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Shell (SHEL) in Q2 2026: 8,105 shares worth $628K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in SHEL as recently as Q2 2024.

Westwood Holdings Group first reported a position in SHEL in Q1 2022 and has held it in 11 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Westwood Holdings Group held 8,105 shares of Shell worth $628K as of Q2 2026.
Shell was a new Westwood Holdings Group position in Q2 2026.
Shell made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #413 holding.
Westwood Holdings Group first reported a position in Shell in Q1 2022 and has held it in 11 quarters since.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.