Winthrop Capital Management’s Shell SHEL Stock Holding History

Winthrop Capital 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	$125K	Hold	1,616	–	–	0.03%	139
2026 Q1	$150K	Hold	1,616	–	–	0.04%	135
2025 Q4	$119K	Hold	1,616	–	–	0.03%	151
2025 Q3	$116K	Hold	1,616	–	–	0.03%	139
2025 Q2	$114K	Hold	1,616	–	–	0.03%	148
2025 Q1	$118K	Hold	1,616	–	–	0.03%	132
2024 Q4	$100K	Hold	1,616	–	–	0.03%	147
2024 Q3	$107K	Buy	+1,616	New	+$114K	0.05%	72
2024 Q1	–	Sell	-1,616	Closed	-$106K	–	274
2023 Q4	$106K	Buy	+1,616	New	+$106K	0.03%	140

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

Winthrop Capital Management's SHEL Position: Q2 2026 in Review

Winthrop Capital Management held its Shell (SHEL) position steady in Q2 2026 at 1,616 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #139.

Winthrop Capital Management first reported a position in SHEL in Q4 2023 and has held it in 9 quarters since. The position peaked at $150K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Winthrop Capital Management held 1,616 shares of Shell worth $125K as of Q2 2026.
Winthrop Capital Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Winthrop Capital Management's portfolio in Q2 2026, its #139 holding.
Winthrop Capital Management first reported a position in Shell in Q4 2023 and has held it in 9 quarters since.
Winthrop Capital Management's Shell position peaked at $150K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.