Harmony Asset Management’s Shell SHEL Stock Holding History

Harmony 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	$667K	Buy	8,607 +100	+1%	+$8.63K	0.18%	108
2026 Q1	$791K	Hold	8,507	–	–	0.24%	98
2025 Q4	$625K	Sell	8,507 -800	-9%	-$58.9K	0.21%	102
2025 Q3	$666K	Hold	9,307	–	–	0.23%	96
2025 Q2	$655K	Hold	9,307	–	–	0.25%	97
2025 Q1	$682K	Hold	9,307	–	–	0.29%	88
2024 Q4	$583K	Hold	9,307	–	–	0.23%	89
2024 Q3	$614K	Sell	9,307 -1,000	-10%	-$70.8K	0.23%	89
2024 Q2	$744K	Buy	10,307 +100	+1%	+$7.15K	0.31%	70
2024 Q1	$684K	Buy	10,207 +4,439	+77%	+$284K	0.28%	80
2023 Q4	$380K	Buy	+5,768	New	+$379K	0.16%	95

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

Harmony Asset Management's SHEL Position: Q2 2026 in Review

Harmony Asset Management increased its Shell (SHEL) stake by 1.2% in Q2 2026, buying an estimated $8.63K and bringing the position to 8,607 shares worth $667K. The position accounts for 0.18% of the portfolio, ranked #108.

Harmony Asset Management first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $791K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Harmony Asset Management held 8,607 shares of Shell worth $667K as of Q2 2026.
Harmony Asset Management bought 100 Shell shares in Q2 2026, an estimated $8.63K.
Shell made up 0.18% of Harmony Asset Management's portfolio in Q2 2026, its #108 holding.
Harmony Asset Management first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's Shell position peaked at $791K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.