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Harbor Investment Advisory’s Shell SHEL Stock Holding History

Harbor Investment Advisory’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 		$17.2K Hold
222
– – ﹤0.01% 972
2026
Q1 		$20.6K Sell
222
-262
-54% -$21.2K ﹤0.01% 785
2025
Q4 		$35.6K Sell
484
-9
-2% -$663 ﹤0.01% 714
2025
Q3 		$35.3K Hold
493
– – ﹤0.01% 699
2025
Q2 		$34.7K Hold
493
– – ﹤0.01% 691
2025
Q1 		$36.1K Sell
493
-400
-45% -$26.9K ﹤0.01% 673
2024
Q4 		$55.9K Hold
893
– – 0.01% 573
2024
Q3 		$58.9K Sell
893
-500
-36% -$35.4K 0.01% 566
2024
Q2 		$101K Sell
1,393
-15
-1% -$1.07K 0.01% 441
2024
Q1 		$94.4K Buy
1,408
+15
+1% +$961 0.01% 457
2023
Q4 		$91.7K Hold
1,393
– – 0.01% 435
2023
Q3 		$89.7K Sell
1,393
-592
-30% -$36.8K 0.01% 420
2023
Q2 		$120K Sell
1,985
-942
-32% -$56.5K 0.02% 455
2023
Q1 		$168K Sell
2,927
-175
-6% -$10.3K 0.03% 382
2022
Q4 		$177K Sell
3,102
-836
-21% -$46.1K 0.03% 360
2022
Q3 		$196K Hold
3,938
– – 0.03% 333
2022
Q2 		$206K Buy
3,938
+8
+0.2% +$449 0.03% 332
2022
Q1 		$216K Buy
+3,930
New +$209K 0.03% 361

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Harbor Investment Advisory's SHEL Position: Q2 2026 in Review

Harbor Investment Advisory held its Shell (SHEL) position steady in Q2 2026 at 222 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Harbor Investment Advisory first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $216K in Q1 2022. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Harbor Investment Advisory held 222 shares of Shell worth $17.2K as of Q2 2026.
  • Harbor Investment Advisory left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #972 holding.
  • Harbor Investment Advisory first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Harbor Investment Advisory's Shell position peaked at $216K in Q1 2022.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.