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Cary Street Partners Investment Advisory’s Shell SHEL Stock Holding History

Cary Street Partners Investment Advisory’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 		$347K Buy
4,481
+223
+5% +$19.3K 0.07% 271
2026
Q1 		$396K Sell
4,258
-522
-11% -$42.2K 0.1% 222
2025
Q4 		$351K Buy
4,780
+844
+21% +$62.2K 0.09% 215
2025
Q3 		$282K Buy
3,936
+867
+28% +$62.4K 0.12% 193
2025
Q2 		$216K Buy
3,069
+362
+13% +$24.3K 0.1% 223
2025
Q1 		$198K Buy
2,707
+2,259
+504% +$152K 0.11% 211
2024
Q4 		$28.1K Sell
448
-83,476
-99% -$5.47M 0.02% 378
2024
Q3 		$5.53M Sell
83,924
-4,366
-5% -$309K 0.2% 123
2024
Q2 		$6.37M Buy
88,290
+3,581
+4% +$256K 0.26% 102
2024
Q1 		$5.68M Sell
84,709
-1,791
-2% -$115K 0.24% 113
2023
Q4 		$5.69M Sell
86,500
-2,259
-3% -$148K 0.27% 101
2023
Q3 		$5.71M Buy
88,759
+55,157
+164% +$3.43M 0.31% 91
2023
Q2 		$2.03M Buy
33,602
+63
+0.2% +$3.78K 0.13% 175
2023
Q1 		$1.93M Buy
33,539
+302
+0.9% +$17.8K 0.14% 172
2022
Q4 		$1.89M Sell
33,237
-228
-0.7% -$12.6K 0.14% 170
2022
Q3 		$1.67M Buy
33,465
+86
+0.3% +$4.43K 0.14% 172
2022
Q2 		$1.75M Buy
33,379
+3,863
+13% +$217K 0.15% 155
2022
Q1 		$1.62M Buy
+29,516
New +$1.57M 0.45% 67

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cary Street Partners Investment Advisory's SHEL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Shell (SHEL) stake by 5.2% in Q2 2026, buying an estimated $19.3K and bringing the position to 4,481 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #271.

Cary Street Partners Investment Advisory first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.37M in Q2 2024. 1,118 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 4,481 shares of Shell worth $347K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 223 Shell shares in Q2 2026, an estimated $19.3K.
  • Shell made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #271 holding.
  • Cary Street Partners Investment Advisory first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Cary Street Partners Investment Advisory's Shell position peaked at $6.37M in Q2 2024.
  • 1,118 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.