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Conning Inc’s Shell SHEL Stock Holding History

Conning Inc’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 		$615K Buy
7,934
+1,368
+21% +$118K 0.02% 202
2026
Q1 		$611K Sell
6,566
-1,466
-18% -$118K 0.02% 191
2025
Q4 		$590K Buy
8,032
+946
+13% +$69.7K 0.02% 217
2025
Q3 		$507K Buy
+7,086
New +$510K 0.02% 231

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

Conning Inc's SHEL Position: Q2 2026 in Review

Conning Inc increased its Shell (SHEL) stake by 21% in Q2 2026, buying an estimated $118K and bringing the position to 7,934 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #202.

Conning Inc first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Conning Inc held 7,934 shares of Shell worth $615K as of Q2 2026.
  • Conning Inc bought 1,368 Shell shares in Q2 2026, an estimated $118K.
  • Shell made up 0.02% of Conning Inc's portfolio in Q2 2026, its #202 holding.
  • Conning Inc first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Conning Inc's 13F filing for Q2 2026, filed 30 Jul 2026.