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Everett Harris & Co’s Shell SHEL Stock Holding History

Everett Harris & Co’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 		$35M Buy
451,859
+19,213
+4% +$1.66M 0.43% 32
2026
Q1 		$40.2M Buy
432,646
+13,299
+3% +$1.07M 0.52% 29
2025
Q4 		$30.8M Buy
419,347
+57,028
+16% +$4.2M 0.37% 32
2025
Q3 		$25.9M Buy
362,319
+6,612
+2% +$476K 0.32% 33
2025
Q2 		$25M Buy
355,707
+1,860
+0.5% +$125K 0.32% 33
2025
Q1 		$25.9M Buy
353,847
+44,578
+14% +$3M 0.33% 34
2024
Q4 		$19.4M Buy
309,269
+81,025
+35% +$5.31M 0.24% 38
2024
Q3 		$15.1M Buy
228,244
+29,448
+15% +$2.09M 0.19% 44
2024
Q2 		$14.3M Buy
198,796
+30,095
+18% +$2.15M 0.18% 45
2024
Q1 		$11.3M Buy
168,701
+32,763
+24% +$2.1M 0.15% 50
2023
Q4 		$8.94M Buy
135,938
+14,060
+12% +$923K 0.13% 51
2023
Q3 		$7.85M Buy
121,878
+56,880
+88% +$3.54M 0.12% 54
2023
Q2 		$3.92M Buy
64,998
+34,385
+112% +$2.06M 0.06% 76
2023
Q1 		$1.76M Buy
30,613
+8,230
+37% +$484K 0.03% 101
2022
Q4 		$1.27M Sell
22,383
-900
-4% -$49.6K 0.02% 121
2022
Q3 		$1.16M Sell
23,283
-200
-0.9% -$10.3K 0.02% 118
2022
Q2 		$1.23M Sell
23,483
-3,400
-13% -$191K 0.02% 122
2022
Q1 		$1.48M Buy
+26,883
New +$1.43M 0.02% 116

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

Everett Harris & Co's SHEL Position: Q2 2026 in Review

Everett Harris & Co increased its Shell (SHEL) stake by 4.4% in Q2 2026, buying an estimated $1.66M and bringing the position to 451,859 shares worth $35M. The position accounts for 0.43% of the portfolio, ranked #32.

Everett Harris & Co first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $40.2M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Everett Harris & Co held 451,859 shares of Shell worth $35M as of Q2 2026.
  • Everett Harris & Co bought 19,213 Shell shares in Q2 2026, an estimated $1.66M.
  • Shell made up 0.43% of Everett Harris & Co's portfolio in Q2 2026, its #32 holding.
  • Everett Harris & Co first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Everett Harris & Co's Shell position peaked at $40.2M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.