HIM
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Harbour Investment Management’s Shell SHEL Stock Holding History

Harbour Investment 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 		$1.39M Sell
17,978
-250
-1% -$21.6K 0.72% 41
2026
Q1 		$1.7M Sell
18,228
-1,625
-8% -$131K 0.92% 33
2025
Q4 		$1.46M Sell
19,853
-6,795
-25% -$501K 0.77% 40
2025
Q3 		$1.91M Sell
26,648
-3,990
-13% -$287K 0.83% 36
2025
Q2 		$2.16M Sell
30,638
-420
-1% -$28.2K 0.93% 36
2025
Q1 		$2.28M Sell
31,058
-240
-0.8% -$16.2K 1.03% 32
2024
Q4 		$1.96M Buy
31,298
+583
+2% +$38.2K 0.86% 38
2024
Q3 		$2.03M Buy
30,715
+200
+0.7% +$14.2K 0.9% 38
2024
Q2 		$2.2M Buy
30,515
+750
+3% +$53.6K 1.02% 34
2024
Q1 		$2M Buy
29,765
+4,110
+16% +$263K 0.94% 40
2023
Q4 		$1.69M Hold
25,655
– – 0.88% 40
2023
Q3 		$1.65M Buy
25,655
+102
+0.4% +$6.35K 0.94% 38
2023
Q2 		$1.54M Sell
25,553
-150
-0.6% -$9K 0.81% 43
2023
Q1 		$1.48M Hold
25,703
– – 0.82% 44
2022
Q4 		$1.46M Hold
25,703
– – 0.84% 44
2022
Q3 		$1.28M Buy
25,703
+25
+0.1% +$1.29K 0.8% 43
2022
Q2 		$1.34M Sell
25,678
-1,060
-4% -$59.6K 0.81% 43
2022
Q1 		$1.47M Buy
+26,738
New +$1.42M 0.71% 44

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Harbour Investment Management's SHEL Position: Q2 2026 in Review

Harbour Investment Management reduced its Shell (SHEL) stake by 1.4% in Q2 2026, selling an estimated $21.6K and leaving 17,978 shares worth $1.39M. The position accounts for 0.72% of the portfolio, ranked #41.

Harbour Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.28M in Q1 2025. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Harbour Investment Management held 17,978 shares of Shell worth $1.39M as of Q2 2026.
  • Harbour Investment Management sold 250 Shell shares in Q2 2026, an estimated $21.6K.
  • Shell made up 0.72% of Harbour Investment Management's portfolio in Q2 2026, its #41 holding.
  • Harbour Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Harbour Investment Management's Shell position peaked at $2.28M in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.