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Harvest Portfolios Group’s Shell SHEL Stock Holding History

Harvest Portfolios Group’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 		$22.4M Sell
289,260
-36,574
-11% -$3.16M 0.32% 73
2026
Q1 		$30.3M Buy
325,834
+14,611
+5% +$1.18M 0.5% 54
2025
Q4 		$22.9M Buy
311,223
+3,905
+1% +$288K 0.4% 68
2025
Q3 		$22M Buy
307,318
+2,909
+1% +$209K 0.41% 58
2025
Q2 		$21.4M Sell
304,409
-4,750
-2% -$318K 0.5% 58
2025
Q1 		$22.7M Sell
309,159
-10,336
-3% -$696K 0.67% 45
2024
Q4 		$20M Buy
319,495
+48,864
+18% +$3.2M 0.67% 51
2024
Q3 		$17.8M Buy
270,631
+8,725
+3% +$618K 0.59% 55
2024
Q2 		$18.9M Sell
261,906
-42,103
-14% -$3.01M 0.72% 48
2024
Q1 		$20.4M Buy
304,009
+39,470
+15% +$2.53M 0.8% 48
2023
Q4 		$17.4M Sell
264,539
-40,627
-13% -$2.67M 0.74% 52
2023
Q3 		$19.6M Sell
305,166
-8,105
-3% -$504K 0.93% 32
2023
Q2 		$18.9M Sell
313,271
-9,972
-3% -$598K 0.87% 39
2023
Q1 		$18.6M Buy
323,243
+747
+0.2% +$43.9K 0.91% 35
2022
Q4 		$18.4M Buy
+322,496
New +$17.8M 1.06% 30

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Harvest Portfolios Group's SHEL Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Shell (SHEL) stake by 11% in Q2 2026, selling an estimated $3.16M and leaving 289,260 shares worth $22.4M. The position accounts for 0.32% of the portfolio, ranked #73.

Harvest Portfolios Group first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.3M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Harvest Portfolios Group held 289,260 shares of Shell worth $22.4M as of Q2 2026.
  • Harvest Portfolios Group sold 36,574 Shell shares in Q2 2026, an estimated $3.16M.
  • Shell made up 0.32% of Harvest Portfolios Group's portfolio in Q2 2026, its #73 holding.
  • Harvest Portfolios Group first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's Shell position peaked at $30.3M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.