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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return