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Curi RMB Capital’s Shell SHEL Stock Holding History

Curi RMB Capital’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 		$23.7M Buy
480,927
+369,438
+331% +$31.9M 0.37% 72
2026
Q1 		$10.4M Sell
111,489
-15,405
-12% -$1.24M 0.18% 139
2025
Q4 		$9.32M Buy
126,894
+32,184
+34% +$2.37M 0.16% 152
2025
Q3 		$6.77M Sell
94,710
-34,278
-27% -$2.47M 0.12% 184
2025
Q2 		$9.08M Sell
128,988
-9,961
-7% -$668K 0.17% 151
2025
Q1 		$10.2M Buy
138,949
+131,777
+1,837% +$8.88M 0.25% 116
2024
Q4 		$449K Sell
7,172
-37
-0.5% -$2.42K 0.01% 419
2024
Q3 		$475K Buy
7,209
+37
+0.5% +$2.62K 0.01% 425
2024
Q2 		$518K Sell
7,172
-447
-6% -$31.9K 0.01% 422
2024
Q1 		$511K Sell
7,619
-193
-2% -$12.4K 0.01% 429
2023
Q4 		$514K Buy
7,812
+699
+10% +$45.9K 0.02% 384
2023
Q3 		$458K Buy
7,113
+12
+0.2% +$747 0.02% 382
2023
Q2 		$429K Buy
7,101
+12
+0.2% +$720 0.01% 395
2023
Q1 		$408K Hold
7,089
– – 0.01% 388
2022
Q4 		$404K Sell
7,089
-1,062
-13% -$58.5K 0.01% 384
2022
Q3 		$406K Sell
8,151
-1,094
-12% -$56.4K 0.02% 377
2022
Q2 		$483K Buy
9,245
+2,355
+34% +$132K 0.02% 355
2022
Q1 		$378K Buy
+6,890
New +$366K 0.01% 364

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

Curi RMB Capital's SHEL Position: Q2 2026 in Review

Curi RMB Capital increased its Shell (SHEL) stake by 331% in Q2 2026, buying an estimated $31.9M and bringing the position to 480,927 shares worth $23.7M. The position accounts for 0.37% of the portfolio, ranked #72.

Curi RMB Capital first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Curi RMB Capital held 480,927 shares of Shell worth $23.7M as of Q2 2026.
  • Curi RMB Capital bought 369,438 Shell shares in Q2 2026, an estimated $31.9M.
  • Shell made up 0.37% of Curi RMB Capital's portfolio in Q2 2026, its #72 holding.
  • Curi RMB Capital first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.