GHP Investment Advisors’s Shell SHEL Stock Holding History

GHP Investment Advisors’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	$39.1K	Hold	504	–	–	﹤0.01%	601
2026 Q1	$46.9K	Buy	504 +32	+7%	+$2.59K	﹤0.01%	555
2025 Q4	$34.7K	Buy	472 +72	+18%	+$5.3K	﹤0.01%	568
2025 Q3	$28.6K	Hold	400	–	–	﹤0.01%	588
2025 Q2	$28.2K	Sell	400 -65	-14%	-$4.36K	﹤0.01%	582
2025 Q1	$34.1K	Buy	465 +65	+16%	+$4.38K	﹤0.01%	539
2024 Q4	$25.1K	Sell	400 -163	-29%	-$10.7K	﹤0.01%	571
2024 Q3	$37.1K	Buy	563 +163	+41%	+$11.5K	﹤0.01%	542
2024 Q2	$28.9K	Hold	400	–	–	﹤0.01%	552
2024 Q1	$26.8K	Sell	400 -247	-38%	-$15.8K	﹤0.01%	550
2023 Q4	$42.6K	Hold	647	–	–	﹤0.01%	504
2023 Q3	$43.6K	Buy	647 +117	+22%	+$7.28K	﹤0.01%	511
2023 Q2	$33.1K	Buy	530 +130	+33%	+$7.8K	﹤0.01%	538
2023 Q1	$23K	Hold	400	–	–	﹤0.01%	571
2022 Q4	$22.8K	Hold	400	–	–	﹤0.01%	564
2022 Q3	$20K	Hold	400	–	–	﹤0.01%	578
2022 Q2	$21K	Hold	400	–	–	﹤0.01%	574
2022 Q1	$22K	Buy	+400	New	+$21.2K	﹤0.01%	598

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

GHP Investment Advisors's SHEL Position: Q2 2026 in Review

GHP Investment Advisors held its Shell (SHEL) position steady in Q2 2026 at 504 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

GHP Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $46.9K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

GHP Investment Advisors held 504 shares of Shell worth $39.1K as of Q2 2026.
GHP Investment Advisors left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #601 holding.
GHP Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's Shell position peaked at $46.9K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.