Birch Hill Investment Advisors’s Shell SHEL Stock Holding History

Birch Hill Investment Advisors’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	$504K	Hold	6,500	–	–	0.02%	151
2026 Q1	$605K	Hold	6,500	–	–	0.03%	138
2025 Q4	$478K	Hold	6,500	–	–	0.02%	148
2025 Q3	$465K	Hold	6,500	–	–	0.02%	147
2025 Q2	$458K	Hold	6,500	–	–	0.02%	144
2025 Q1	$476K	Hold	6,500	–	–	0.02%	142
2024 Q4	$407K	Hold	6,500	–	–	0.02%	146
2024 Q3	$429K	Hold	6,500	–	–	0.02%	140
2024 Q2	$469K	Hold	6,500	–	–	0.02%	136
2024 Q1	$436K	Hold	6,500	–	–	0.02%	135
2023 Q4	$428K	Hold	6,500	–	–	0.02%	126
2023 Q3	$418K	Hold	6,500	–	–	0.03%	124
2023 Q2	$392K	Hold	6,500	–	–	0.02%	124
2023 Q1	$374K	Hold	6,500	–	–	0.02%	129
2022 Q4	$370K	Hold	6,500	–	–	0.02%	126
2022 Q3	$323K	Hold	6,500	–	–	0.02%	126
2022 Q2	$340K	Buy	+6,500	New	+$365K	0.02%	128

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Birch Hill Investment Advisors's SHEL Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Shell (SHEL) position steady in Q2 2026 at 6,500 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #151.

Birch Hill Investment Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $605K in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Birch Hill Investment Advisors held 6,500 shares of Shell worth $504K as of Q2 2026.
Birch Hill Investment Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #151 holding.
Birch Hill Investment Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Birch Hill Investment Advisors's Shell position peaked at $605K in Q1 2026.
950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.