Williams Jones Wealth Management’s Shell SHEL Stock Holding History

Williams Jones Wealth 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	$542K	Sell	6,984 -1,182	-14%	-$102K	0.01%	358
2026 Q1	$759K	Buy	8,166 +737	+10%	+$59.6K	0.01%	298
2025 Q4	$546K	Sell	7,429 -371	-5%	-$27.3K	0.01%	336
2025 Q3	$558K	Sell	7,800 -1,061	-12%	-$76.4K	0.01%	331
2025 Q2	$624K	Buy	8,861 +611	+7%	+$41K	0.01%	315
2025 Q1	$605K	Buy	8,250 +162	+2%	+$10.9K	0.01%	311
2024 Q4	$507K	Sell	8,088 -304	-4%	-$19.9K	0.01%	343
2024 Q3	$553K	Hold	8,392	–	–	0.01%	339
2024 Q2	$606K	Hold	8,392	–	–	0.01%	317
2024 Q1	$563K	Hold	8,392	–	–	0.01%	333
2023 Q4	$552K	Hold	8,392	–	–	0.01%	333
2023 Q3	$540K	Sell	8,392 -699	-8%	-$43.5K	0.01%	325
2023 Q2	$549K	Sell	9,091 -90	-1%	-$5.4K	0.01%	331
2023 Q1	$528K	Sell	9,181 -186	-2%	-$10.9K	0.01%	363
2022 Q4	$533K	Buy	9,367 +186	+2%	+$10.3K	0.01%	344
2022 Q3	$457K	Sell	9,181 -1,799	-16%	-$92.7K	0.01%	368
2022 Q2	$574K	Buy	+10,980	New	+$617K	0.01%	342

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

PDM

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

Williams Jones Wealth Management's SHEL Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Shell (SHEL) stake by 14% in Q2 2026, selling an estimated $102K and leaving 6,984 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #358.

Williams Jones Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $759K in Q1 2026. 826 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Williams Jones Wealth Management held 6,984 shares of Shell worth $542K as of Q2 2026.
Williams Jones Wealth Management sold 1,182 Shell shares in Q2 2026, an estimated $102K.
Shell made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #358 holding.
Williams Jones Wealth Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's Shell position peaked at $759K in Q1 2026.
826 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.