Hohimer Wealth Management’s Shell SHEL Stock Holding History

Hohimer Wealth 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	$3.89M	Buy	50,151 +1,672	+3%	+$144K	0.39%	77
2026 Q1	$4.51M	Buy	+48,479	New	+$3.92M	0.53%	51
2024 Q2	–	Sell	-90,002	Closed	-$6.03M	–	253
2024 Q1	$6.03M	Sell	90,002 -2,066	-2%	-$132K	1.41%	10
2023 Q4	$6.06M	Buy	92,068 +800	+0.9%	+$52.5K	1.54%	9
2023 Q3	$5.88M	Sell	91,268 -3,242	-3%	-$202K	1.68%	7
2023 Q2	$5.71M	Sell	94,510 -3,677	-4%	-$221K	1.58%	8
2023 Q1	$5.65M	Buy	98,187 +79	+0.1%	+$4.65K	1.64%	6
2022 Q4	$5.59M	Sell	98,108 -2,123	-2%	-$117K	1.78%	7
2022 Q3	$4.99M	Sell	100,231 -287	-0.3%	-$14.8K	1.6%	7
2022 Q2	$5.26M	Sell	100,518 -55,286	-35%	-$3.11M	1.55%	6
2022 Q1	$8.56M	Buy	+155,804	New	+$8.27M	1.69%	10

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

Hohimer Wealth Management's SHEL Position: Q2 2026 in Review

Hohimer Wealth Management increased its Shell (SHEL) stake by 3.4% in Q2 2026, buying an estimated $144K and bringing the position to 50,151 shares worth $3.89M. The position accounts for 0.39% of the portfolio, ranked #77.

Hohimer Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.56M in Q1 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Hohimer Wealth Management held 50,151 shares of Shell worth $3.89M as of Q2 2026.
Hohimer Wealth Management bought 1,672 Shell shares in Q2 2026, an estimated $144K.
Shell made up 0.39% of Hohimer Wealth Management's portfolio in Q2 2026, its #77 holding.
Hohimer Wealth Management first reported a position in Shell in Q1 2022 and has held it in 11 quarters since.
Hohimer Wealth Management's Shell position peaked at $8.56M in Q1 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.