HI
SHEL icon

Harbour Investments’s Shell SHEL Stock Holding History

Harbour Investments’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
Q1 		$1.97M Buy
21,210
+14,093
+198% +$1.14M 0.03% 498
2025
Q4 		$523K Sell
7,117
-33
-0.5% -$2.43K 0.01% 832
2025
Q3 		$511K Buy
7,150
+800
+13% +$57.6K 0.01% 813
2025
Q2 		$447K Sell
6,350
-203
-3% -$13.6K 0.01% 814
2025
Q1 		$480K Sell
6,553
-1,304
-17% -$87.8K 0.01% 729
2024
Q4 		$492K Sell
7,857
-40
-0.5% -$2.62K 0.01% 695
2024
Q3 		$521K Sell
7,897
-718
-8% -$50.9K 0.02% 644
2024
Q2 		$622K Buy
8,615
+659
+8% +$47.1K 0.02% 542
2024
Q1 		$533K Sell
7,956
-149
-2% -$9.55K 0.02% 570
2023
Q4 		$533K Buy
8,105
+333
+4% +$21.9K 0.02% 518
2023
Q3 		$500K Sell
7,772
-139
-2% -$8.65K 0.03% 492
2023
Q2 		$478K Sell
7,911
-1,018
-11% -$61.1K 0.02% 507
2023
Q1 		$514K Buy
8,929
+369
+4% +$21.7K 0.03% 462
2022
Q4 		$488K Buy
8,560
+3,291
+62% +$181K 0.03% 457
2022
Q3 		$276K Hold
5,269
– – 0.02% 580
2022
Q2 		$276K Buy
+5,269
New +$296K 0.02% 580

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harbour Investments's SHEL Position: Q1 2026 in Review

Harbour Investments increased its Shell (SHEL) stake by 198% in Q1 2026, buying an estimated $1.14M and bringing the position to 21,210 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #498.

Harbour Investments first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Harbour Investments held 21,210 shares of Shell worth $1.97M as of Q1 2026.
  • Harbour Investments bought 14,093 Shell shares in Q1 2026, an estimated $1.14M.
  • Shell made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #498 holding.
  • Harbour Investments first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.