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Concurrent Investment Advisors’s Shell SHEL Stock Holding History

Concurrent Investment Advisors’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 		$4.47M Buy
57,585
+903
+2% +$78K 0.04% 465
2026
Q1 		$5.27M Buy
56,682
+1,056
+2% +$85.3K 0.06% 347
2025
Q4 		$4.09M Buy
55,626
+5,842
+12% +$430K 0.05% 377
2025
Q3 		$3.56M Sell
49,784
-692
-1% -$49.8K 0.06% 312
2025
Q2 		$3.55M Buy
50,476
+1,954
+4% +$131K 0.07% 290
2025
Q1 		$3.56M Buy
48,522
+10,606
+28% +$714K 0.09% 242
2024
Q4 		$2.38M Buy
37,916
+8,184
+28% +$536K 0.06% 289
2024
Q3 		$1.96M Buy
29,732
+3,503
+13% +$248K 0.06% 316
2024
Q2 		$1.89M Buy
26,229
+5,432
+26% +$388K 0.06% 289
2024
Q1 		$1.39M Buy
20,797
+1,371
+7% +$87.9K 0.06% 312
2023
Q4 		$1.28M Buy
+19,426
New +$1.27M 0.06% 292

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Concurrent Investment Advisors's SHEL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Shell (SHEL) stake by 1.6% in Q2 2026, buying an estimated $78K and bringing the position to 57,585 shares worth $4.47M. The position accounts for 0.04% of the portfolio, ranked #465.

Concurrent Investment Advisors first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.27M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Concurrent Investment Advisors held 57,585 shares of Shell worth $4.47M as of Q2 2026.
  • Concurrent Investment Advisors bought 903 Shell shares in Q2 2026, an estimated $78K.
  • Shell made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #465 holding.
  • Concurrent Investment Advisors first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Shell position peaked at $5.27M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.