Willis Investment Counsel’s Shell SHEL Stock Holding History

Willis Investment Counsel’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	$22.6M	Buy	292,008 +14,488	+5%	+$1.25M	1.08%	41
2026 Q1	$25.8M	Buy	277,520 +798	+0.3%	+$64.5K	1.41%	32
2025 Q4	$20.3M	Buy	276,722 +2,783	+1%	+$205K	1.05%	41
2025 Q3	$19.6M	Sell	273,939 -88,830	-24%	-$6.4M	1.07%	41
2025 Q2	$25.5M	Buy	362,769 +24,127	+7%	+$1.62M	1.5%	23
2025 Q1	$24.8M	Sell	338,642 -480	-0.1%	-$32.3K	1.67%	22
2024 Q4	$21.2M	Buy	339,122 +2,748	+0.8%	+$180K	1.39%	30
2024 Q3	$22.2M	Buy	336,374 +1,555	+0.5%	+$110K	1.44%	27
2024 Q2	$24.2M	Sell	334,819 -210	-0.1%	-$15K	1.67%	22
2024 Q1	$22.5M	Buy	335,029 +1,160	+0.3%	+$74.3K	1.54%	26
2023 Q4	$22M	Sell	333,869 -41,430	-11%	-$2.72M	1.55%	23
2023 Q3	$24.2M	Sell	375,299 -49,539	-12%	-$3.08M	1.83%	17
2023 Q2	$25.7M	Buy	424,838 +164	+0%	+$9.84K	1.67%	23
2023 Q1	$24.4M	Buy	424,674 +3,183	+0.8%	+$187K	1.6%	23
2022 Q4	$24M	Buy	421,491 +92,431	+28%	+$5.1M	1.54%	21
2022 Q3	$16.4M	Sell	329,060 -19,519	-6%	-$1.01M	1.19%	35
2022 Q2	$18.2M	Sell	348,579 -716	-0.2%	-$40.2K	1.12%	37
2022 Q1	$19.2M	Buy	+349,295	New	+$18.5M	1.01%	43

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

Willis Investment Counsel's SHEL Position: Q2 2026 in Review

Willis Investment Counsel increased its Shell (SHEL) stake by 5.2% in Q2 2026, buying an estimated $1.25M and bringing the position to 292,008 shares worth $22.6M. The position accounts for 1.08% of the portfolio, ranked #41.

Willis Investment Counsel first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $25.8M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Willis Investment Counsel held 292,008 shares of Shell worth $22.6M as of Q2 2026.
Willis Investment Counsel bought 14,488 Shell shares in Q2 2026, an estimated $1.25M.
Shell made up 1.08% of Willis Investment Counsel's portfolio in Q2 2026, its #41 holding.
Willis Investment Counsel first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Willis Investment Counsel's Shell position peaked at $25.8M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Willis Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.