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Alhambra Investment Management’s Shell SHEL Stock Holding History

Alhambra Investment 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 		$761K Sell
9,811
-638
-6% -$55.1K 0.33% 69
2026
Q1 		$972K Sell
10,449
-1,561
-13% -$126K 0.45% 57
2025
Q4 		$882K Sell
12,010
-156
-1% -$11.5K 0.41% 60
2025
Q3 		$870K Sell
12,166
-120
-1% -$8.64K 0.41% 60
2025
Q2 		$865K Sell
12,286
-55
-0.4% -$3.69K 0.43% 59
2025
Q1 		$904K Sell
12,341
-408
-3% -$27.5K 0.47% 53
2024
Q4 		$799K Sell
12,749
-3,007
-19% -$197K 0.41% 59
2024
Q3 		$1.04M Buy
15,756
+5,696
+57% +$403K 0.54% 44
2024
Q2 		$726K Sell
10,060
-383
-4% -$27.4K 0.4% 61
2024
Q1 		$700K Buy
10,443
+2,552
+32% +$164K 0.38% 70
2023
Q4 		$519K Hold
7,891
– – 0.31% 89
2023
Q3 		$508K Hold
7,891
– – 0.33% 85
2023
Q2 		$476K Buy
7,891
+30
+0.4% +$1.8K 0.31% 90
2023
Q1 		$452K Buy
7,861
+263
+3% +$15.5K 0.31% 90
2022
Q4 		$433K Buy
7,598
+47
+0.6% +$2.59K 0.32% 92
2022
Q3 		$376K Hold
7,551
– – 0.29% 96
2022
Q2 		$395K Hold
7,551
– – 0.29% 100
2022
Q1 		$415K Buy
+7,551
New +$401K 0.27% 103

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM

Alhambra Investment Management's SHEL Position: Q2 2026 in Review

Alhambra Investment Management reduced its Shell (SHEL) stake by 6.1% in Q2 2026, selling an estimated $55.1K and leaving 9,811 shares worth $761K. The position accounts for 0.33% of the portfolio, ranked #69.

Alhambra Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.04M in Q3 2024. 1,055 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Alhambra Investment Management held 9,811 shares of Shell worth $761K as of Q2 2026.
  • Alhambra Investment Management sold 638 Shell shares in Q2 2026, an estimated $55.1K.
  • Shell made up 0.33% of Alhambra Investment Management's portfolio in Q2 2026, its #69 holding.
  • Alhambra Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Alhambra Investment Management's Shell position peaked at $1.04M in Q3 2024.
  • 1,055 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.