Compagnie Lombard Odier SCmA’s Shell SHEL Stock Holding History

Compagnie Lombard Odier SCmA’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	$264K	Hold	3,400	–	–	﹤0.01%	256
2026 Q1	$316K	Buy	3,400 +1,370	+67%	+$111K	﹤0.01%	229
2025 Q4	$149K	Sell	2,030 -315	-13%	-$23.2K	﹤0.01%	271
2025 Q3	$168K	Sell	2,345 -875	-27%	-$63K	﹤0.01%	261
2025 Q2	$227K	Sell	3,220 -2,300	-42%	-$154K	﹤0.01%	232
2025 Q1	$405K	Sell	5,520 -1,405	-20%	-$94.6K	0.01%	211
2024 Q4	$434K	Sell	6,925 -28,790	-81%	-$1.89M	0.01%	187
2024 Q3	$2.36M	Buy	35,715 +24,454	+217%	+$1.73M	0.04%	113
2024 Q2	$813K	Buy	11,261 +6,551	+139%	+$468K	0.01%	153
2024 Q1	$316K	Hold	4,710	–	–	0.01%	216
2023 Q4	$310K	Buy	4,710 +131	+3%	+$8.6K	0.01%	245
2023 Q3	$295K	Hold	4,579	–	–	0.01%	223
2023 Q2	$276K	Hold	4,579	–	–	0.01%	228
2023 Q1	$263K	Sell	4,579 -3,600	-44%	-$212K	0.01%	252
2022 Q4	$466K	Hold	8,179	–	–	0.01%	201
2022 Q3	$407K	Buy	+8,179	New	+$421K	0.01%	228

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

Compagnie Lombard Odier SCmA's SHEL Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA held its Shell (SHEL) position steady in Q2 2026 at 3,400 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Compagnie Lombard Odier SCmA first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.36M in Q3 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Compagnie Lombard Odier SCmA held 3,400 shares of Shell worth $264K as of Q2 2026.
Compagnie Lombard Odier SCmA left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #256 holding.
Compagnie Lombard Odier SCmA first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
Compagnie Lombard Odier SCmA's Shell position peaked at $2.36M in Q3 2024.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.