Gilman Hill Asset Management’s Shell SHEL Stock Holding History

Gilman Hill Asset 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	$4.93M	Buy	63,594 +2,553	+4%	+$220K	0.67%	63
2026 Q1	$5.68M	Buy	61,041 +42	+0.1%	+$3.39K	0.86%	50
2025 Q4	$4.48M	Buy	60,999 +1,206	+2%	+$88.8K	0.71%	68
2025 Q3	$4.28M	Buy	59,793 +515	+0.9%	+$37.1K	0.67%	66
2025 Q2	$4.17M	Buy	59,278 +100	+0.2%	+$6.7K	0.68%	64
2025 Q1	$4.34M	Buy	59,178 +2,350	+4%	+$158K	0.75%	55
2024 Q4	$3.56M	Sell	56,828 -2,163	-4%	-$142K	0.62%	64
2024 Q3	$3.89M	Buy	58,991 +5,660	+11%	+$401K	0.65%	61
2024 Q2	$3.85M	Buy	53,331 +8,850	+20%	+$633K	0.7%	55
2024 Q1	$2.98M	Buy	44,481 +562	+1%	+$36K	0.53%	72
2023 Q4	$2.89M	Sell	43,919 -4,240	-9%	-$278K	0.54%	66
2023 Q3	$3.1M	Buy	48,159 +1,713	+4%	+$107K	0.61%	61
2023 Q2	$2.8M	Buy	46,446 +2,910	+7%	+$175K	0.52%	71
2023 Q1	$2.51M	Buy	43,536 +110	+0.3%	+$6.47K	0.51%	70
2022 Q4	$2.47M	Buy	43,426 +2,305	+6%	+$127K	0.51%	69
2022 Q3	$2.05M	Buy	41,121 +2,555	+7%	+$132K	0.48%	69
2022 Q2	$2.02M	Buy	38,566 +2,800	+8%	+$157K	0.43%	74
2022 Q1	$1.97M	Buy	+35,766	New	+$1.9M	0.45%	72

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

Gilman Hill Asset Management's SHEL Position: Q2 2026 in Review

Gilman Hill Asset Management increased its Shell (SHEL) stake by 4.2% in Q2 2026, buying an estimated $220K and bringing the position to 63,594 shares worth $4.93M. The position accounts for 0.67% of the portfolio, ranked #63.

Gilman Hill Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.68M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Gilman Hill Asset Management held 63,594 shares of Shell worth $4.93M as of Q2 2026.
Gilman Hill Asset Management bought 2,553 Shell shares in Q2 2026, an estimated $220K.
Shell made up 0.67% of Gilman Hill Asset Management's portfolio in Q2 2026, its #63 holding.
Gilman Hill Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Gilman Hill Asset Management's Shell position peaked at $5.68M in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.