Blume Capital Management’s Shell SHEL Stock Holding History

Blume 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	$46.5K	Hold	600	–	–	0.01%	208
2026 Q1	$55.8K	Buy	600 +500	+500%	+$40.4K	0.01%	189
2025 Q4	$7.35K	Hold	100	–	–	﹤0.01%	274
2025 Q3	$7.15K	Sell	100 -16	-14%	-$1.15K	﹤0.01%	291
2025 Q2	$8.17K	Buy	116 +16	+16%	+$1.07K	﹤0.01%	295
2025 Q1	$7.33K	Hold	100	–	–	﹤0.01%	282
2024 Q4	$6.26K	Hold	100	–	–	﹤0.01%	281
2024 Q3	$6.59K	Hold	100	–	–	﹤0.01%	291
2024 Q2	$7.22K	Hold	100	–	–	﹤0.01%	265
2024 Q1	$6.7K	Hold	100	–	–	﹤0.01%	266
2023 Q4	$6.58K	Hold	100	–	–	﹤0.01%	264
2023 Q3	$6.44K	Hold	100	–	–	﹤0.01%	258
2023 Q2	$6.04K	Hold	100	–	–	﹤0.01%	267
2023 Q1	$5.75K	Hold	100	–	–	﹤0.01%	271
2022 Q4	$5.7K	Hold	100	–	–	﹤0.01%	272
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	275
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	278
2022 Q1	$5K	Buy	+100	New	+$5.31K	﹤0.01%	285

Other funds holding SHEL

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

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

Blume Capital Management held its Shell (SHEL) position steady in Q2 2026 at 600 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #208.

Blume Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $55.8K in Q1 2026. 877 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Blume Capital Management held 600 shares of Shell worth $46.5K as of Q2 2026.
Blume Capital Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #208 holding.
Blume Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Blume Capital Management's Shell position peaked at $55.8K in Q1 2026.
877 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.