Gables Capital Management’s Shell SHEL Stock Holding History

Gables Capital Management’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	$503K	Hold	6,490	–	–	0.18%	91
2026 Q1	$604K	Sell	6,490 -100	-2%	-$8.08K	0.26%	70
2025 Q4	$484K	Hold	6,590	–	–	0.2%	81
2025 Q3	$471K	Hold	6,590	–	–	0.2%	84
2025 Q2	$464K	Hold	6,590	–	–	0.22%	80
2025 Q1	$483K	Hold	6,590	–	–	0.24%	78
2024 Q4	$413K	Sell	6,590 -100	-1%	-$6.55K	0.2%	86
2024 Q3	$441K	Sell	6,690 -1,000	-13%	-$70.8K	0.22%	84
2024 Q2	$555K	Hold	7,690	–	–	0.29%	68
2024 Q1	$516K	Hold	7,690	–	–	0.28%	69
2023 Q4	$506K	Sell	7,690 -50	-0.6%	-$3.28K	0.31%	68
2023 Q3	$498K	Hold	7,740	–	–	0.35%	66
2023 Q2	$467K	Sell	7,740 -500	-6%	-$30K	0.31%	70
2023 Q1	$474K	Hold	8,240	–	–	0.33%	65
2022 Q4	$469K	Hold	8,240	–	–	0.34%	67
2022 Q3	$410K	Sell	8,240 -500	-6%	-$25.8K	0.33%	69
2022 Q2	$457K	Sell	8,740 -1,000	-10%	-$56.2K	0.35%	67
2022 Q1	$535K	Buy	+9,740	New	+$517K	0.34%	66

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Gables Capital Management's SHEL Position: Q2 2026 in Review

Gables Capital Management held its Shell (SHEL) position steady in Q2 2026 at 6,490 shares worth $503K. The position accounts for 0.18% of the portfolio, ranked #91.

Gables Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $604K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Gables Capital Management held 6,490 shares of Shell worth $503K as of Q2 2026.
Gables Capital Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.18% of Gables Capital Management's portfolio in Q2 2026, its #91 holding.
Gables Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Gables Capital Management's Shell position peaked at $604K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.