Wilmington Savings Fund Society’s Shell SHEL Stock Holding History

Wilmington Savings Fund Society’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	$2.03M	Sell	26,135 -651	-2%	-$56.2K	0.05%	232
2026 Q1	$2.49M	Sell	26,786 -531	-2%	-$42.9K	0.06%	214
2025 Q4	$2.01M	Sell	27,317 -71	-0.3%	-$5.23K	0.05%	226
2025 Q3	$1.96M	Sell	27,388 -13,223	-33%	-$952K	0.05%	230
2025 Q2	$2.86M	Sell	40,611 -4,711	-10%	-$316K	0.05%	245
2025 Q1	$3.32M	Sell	45,322 -222	-0.5%	-$15K	0.06%	223
2024 Q4	$2.85M	Buy	45,544 +6,854	+18%	+$449K	0.05%	252
2024 Q3	$2.55M	Buy	+38,690	New	+$2.74M	0.05%	271

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

Wilmington Savings Fund Society's SHEL Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Shell (SHEL) stake by 2.4% in Q2 2026, selling an estimated $56.2K and leaving 26,135 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #232.

Wilmington Savings Fund Society first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.32M in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Wilmington Savings Fund Society held 26,135 shares of Shell worth $2.03M as of Q2 2026.
Wilmington Savings Fund Society sold 651 Shell shares in Q2 2026, an estimated $56.2K.
Shell made up 0.05% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #232 holding.
Wilmington Savings Fund Society first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Shell position peaked at $3.32M in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.