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Corient IA’s Shell SHEL Stock Holding History

Corient IA’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 		$83K Sell
1,070
-2,130
-67% -$184K 0.08% 231
2026
Q1 		$298K Hold
3,200
– – 0.28% 143
2025
Q4 		$235K Sell
3,200
-1,800
-36% -$133K 0.22% 182
2025
Q3 		$358K Hold
5,000
– – 0.27% 151
2025
Q2 		$352K Hold
5,000
– – 0.21% 189
2025
Q1 		$366K Buy
+5,000
New +$337K 0.26% 162

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

Corient IA's SHEL Position: Q2 2026 in Review

Corient IA reduced its Shell (SHEL) stake by 67% in Q2 2026, selling an estimated $184K and leaving 1,070 shares worth $83K. The position accounts for 0.08% of the portfolio, ranked #231.

Corient IA first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $366K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Corient IA held 1,070 shares of Shell worth $83K as of Q2 2026.
  • Corient IA sold 2,130 Shell shares in Q2 2026, an estimated $184K.
  • Shell made up 0.08% of Corient IA's portfolio in Q2 2026, its #231 holding.
  • Corient IA first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Shell position peaked at $366K in Q1 2025.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.