Clear Harbor Asset Management’s Shell SHEL Stock Holding History

Clear Harbor Asset 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	$322K	Sell	4,158 -36	-0.9%	-$3.11K	0.02%	362
2026 Q1	$390K	Buy	4,194 +70	+2%	+$5.66K	0.03%	337
2025 Q4	$303K	Buy	+4,124	New	+$304K	0.02%	363
2024 Q2	–	Sell	-3,746	Closed	-$251K	–	389
2024 Q1	$251K	Hold	3,746	–	–	0.02%	314
2023 Q4	$246K	Buy	+3,746	New	+$246K	0.02%	305
2023 Q3	–	Sell	-3,618	Closed	-$218K	–	373
2023 Q2	$218K	Buy	+3,618	New	+$217K	0.02%	303

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clear Harbor Asset Management's SHEL Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Shell (SHEL) stake by 0.86% in Q2 2026, selling an estimated $3.11K and leaving 4,158 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #362.

Clear Harbor Asset Management first reported a position in SHEL in Q2 2023 and has held it in 6 quarters since. The position peaked at $390K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Clear Harbor Asset Management held 4,158 shares of Shell worth $322K as of Q2 2026.
Clear Harbor Asset Management sold 36 Shell shares in Q2 2026, an estimated $3.11K.
Shell made up 0.02% of Clear Harbor Asset Management's portfolio in Q2 2026, its #362 holding.
Clear Harbor Asset Management first reported a position in Shell in Q2 2023 and has held it in 6 quarters since.
Clear Harbor Asset Management's Shell position peaked at $390K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.