Advisors Capital Management’s Shell SHEL Stock Holding History

Advisors 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	$449K	Buy	5,791 +1,388	+32%	+$120K	﹤0.01%	451
2026 Q1	$409K	Sell	4,403 -297	-6%	-$24K	﹤0.01%	429
2025 Q4	$345K	Buy	4,700 +101	+2%	+$7.44K	﹤0.01%	471
2025 Q3	$329K	Sell	4,599 -338	-7%	-$24.3K	﹤0.01%	463
2025 Q2	$348K	Sell	4,937 -1,324	-21%	-$88.7K	﹤0.01%	424
2025 Q1	$459K	Buy	6,261 +116	+2%	+$7.81K	0.01%	373
2024 Q4	$385K	Sell	6,145 -120	-2%	-$7.86K	0.01%	414
2024 Q3	$413K	Buy	6,265 +141	+2%	+$9.99K	0.01%	386
2024 Q2	$442K	Buy	6,124 +156	+3%	+$11.2K	0.01%	374
2024 Q1	$400K	Sell	5,968 -462	-7%	-$29.6K	0.01%	380
2023 Q4	$423K	Buy	6,430 +182	+3%	+$11.9K	0.01%	364
2023 Q3	$402K	Buy	6,248 +413	+7%	+$25.7K	0.01%	323
2023 Q2	$352K	Sell	5,835 -4,647	-44%	-$279K	0.01%	355
2023 Q1	$603K	Buy	10,482 +673	+7%	+$39.6K	0.02%	283
2022 Q4	$559K	Buy	+9,809	New	+$541K	0.02%	294

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

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

Advisors Capital Management increased its Shell (SHEL) stake by 32% in Q2 2026, buying an estimated $120K and bringing the position to 5,791 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Advisors Capital Management first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $603K in Q1 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Advisors Capital Management held 5,791 shares of Shell worth $449K as of Q2 2026.
Advisors Capital Management bought 1,388 Shell shares in Q2 2026, an estimated $120K.
Shell made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #451 holding.
Advisors Capital Management first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Advisors Capital Management's Shell position peaked at $603K in Q1 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.