Cherokee Insurance’s Shell SHEL Stock Holding History

Cherokee Insurance’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	$1M	Sell	12,939 -12,500	-49%	-$1.08M	0.39%	66
2026 Q1	$2.37M	Hold	25,439	–	–	0.9%	34
2025 Q4	$1.87M	Hold	25,439	–	–	0.76%	39
2025 Q3	$1.82M	Hold	25,439	–	–	0.78%	38
2025 Q2	$1.79M	Hold	25,439	–	–	0.78%	38
2025 Q1	$1.86M	Hold	25,439	–	–	0.82%	38
2024 Q4	$1.59M	Buy	+25,439	New	+$1.67M	0.72%	40

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 22.94% 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

TAM

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Cherokee Insurance's SHEL Position: Q2 2026 in Review

Cherokee Insurance reduced its Shell (SHEL) stake by 49% in Q2 2026, selling an estimated $1.08M and leaving 12,939 shares worth $1M. The position accounts for 0.39% of the portfolio, ranked #66.

Cherokee Insurance first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q1 2026. 766 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cherokee Insurance held 12,939 shares of Shell worth $1M as of Q2 2026.
Cherokee Insurance sold 12,500 Shell shares in Q2 2026, an estimated $1.08M.
Shell made up 0.39% of Cherokee Insurance's portfolio in Q2 2026, its #66 holding.
Cherokee Insurance first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Cherokee Insurance's Shell position peaked at $2.37M in Q1 2026.
766 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.