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Woodmont Investment Counsel’s Shell SHEL Stock Holding History

Woodmont 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 		$541K Hold
6,973
– – 0.03% 190
2026
Q1 		$648K Hold
6,973
– – 0.04% 169
2025
Q4 		$512K Hold
6,973
– – 0.03% 180
2025
Q3 		$499K Buy
6,973
+135
+2% +$9.72K 0.03% 180
2025
Q2 		$481K Hold
6,838
– – 0.03% 202
2025
Q1 		$501K Hold
6,838
– – 0.04% 191
2024
Q4 		$428K Sell
6,838
-800
-10% -$52.4K 0.03% 196
2024
Q3 		$504K Sell
7,638
-1,120
-13% -$79.3K 0.04% 180
2024
Q2 		$632K Hold
8,758
– – 0.05% 163
2024
Q1 		$587K Hold
8,758
– – 0.05% 170
2023
Q4 		$576K Sell
8,758
-67
-0.8% -$4.4K 0.05% 166
2023
Q3 		$568K Sell
8,825
-3,000
-25% -$187K 0.06% 161
2023
Q2 		$714K Sell
11,825
-100
-0.8% -$6K 0.07% 150
2023
Q1 		$686K Sell
11,925
-250
-2% -$14.7K 0.07% 150
2022
Q4 		$693K Hold
12,175
– – 0.08% 150
2022
Q3 		$606K Buy
12,175
+350
+3% +$18K 0.08% 156
2022
Q2 		$618K Hold
11,825
– – 0.08% 156
2022
Q1 		$650K Buy
+11,825
New +$628K 0.08% 163

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Woodmont Investment Counsel held its Shell (SHEL) position steady in Q2 2026 at 6,973 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #190.

Woodmont Investment Counsel first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $714K in Q2 2023. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Woodmont Investment Counsel held 6,973 shares of Shell worth $541K as of Q2 2026.
  • Woodmont Investment Counsel left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #190 holding.
  • Woodmont Investment Counsel first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Woodmont Investment Counsel's Shell position peaked at $714K in Q2 2023.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.