Harrell Investment Partners’s Shell SHEL Stock Holding History

Harrell Investment Partners’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	$637K	Hold	8,212	–	–	0.14%	105
2026 Q1	$764K	Hold	8,212	–	–	0.18%	90
2025 Q4	$603K	Hold	8,212	–	–	0.14%	93
2025 Q3	$587K	Hold	8,212	–	–	0.14%	91
2025 Q2	$578K	Sell	8,212 -862	-9%	-$57.8K	0.15%	90
2025 Q1	$665K	Buy	9,074 +123	+1%	+$8.29K	0.2%	71
2024 Q4	$561K	Buy	8,951 +42	+0.5%	+$2.75K	0.16%	73
2024 Q3	$588K	Buy	8,909 +36	+0.4%	+$2.55K	0.17%	70
2024 Q2	$640K	Sell	8,873 -379	-4%	-$27.1K	0.19%	71
2024 Q1	$620K	Buy	9,252 +37	+0.4%	+$2.37K	0.18%	68
2023 Q4	$606K	Buy	9,215 +92	+1%	+$6.04K	0.19%	69
2023 Q3	$578K	Buy	9,123 +91	+1%	+$5.66K	0.2%	71
2023 Q2	$545K	Buy	9,032 +177	+2%	+$10.6K	0.18%	68
2023 Q1	$504K	Hold	8,855	–	–	0.18%	71
2022 Q4	$504K	Buy	8,855 +78	+0.9%	+$4.3K	0.2%	69
2022 Q3	$437K	Buy	8,777 +82	+0.9%	+$4.23K	0.18%	73
2022 Q2	$455K	Buy	8,695 +81	+0.9%	+$4.55K	0.19%	72
2022 Q1	$473K	Buy	+8,614	New	+$457K	0.17%	77

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

Harrell Investment Partners's SHEL Position: Q2 2026 in Review

Harrell Investment Partners held its Shell (SHEL) position steady in Q2 2026 at 8,212 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #105.

Harrell Investment Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $764K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Harrell Investment Partners held 8,212 shares of Shell worth $637K as of Q2 2026.
Harrell Investment Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.14% of Harrell Investment Partners's portfolio in Q2 2026, its #105 holding.
Harrell Investment Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Harrell Investment Partners's Shell position peaked at $764K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.