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Howard Capital Management’s Shell SHEL Stock Holding History

Howard Capital 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 		– Sell
-26,671
Closed -$2.48M – 427
2026
Q1 		$2.48M Buy
26,671
+620
+2% +$50.1K 0.04% 109
2025
Q4 		$1.91M Buy
26,051
+3,092
+13% +$228K 0.02% 170
2025
Q3 		$1.64M Buy
22,959
+3,557
+18% +$256K 0.02% 178
2025
Q2 		$1.37M Buy
19,402
+5,805
+43% +$389K 0.02% 182
2025
Q1 		$996K Buy
13,597
+1,519
+13% +$102K 0.03% 192
2024
Q4 		$757K Buy
12,078
+4,306
+55% +$282K 0.01% 248
2024
Q3 		$513K Buy
7,772
+2,267
+41% +$161K 0.01% 271
2024
Q2 		$397K Buy
+5,505
New +$393K 0.04% 66

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

Howard Capital Management's SHEL Position: Q2 2026 in Review

Howard Capital Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 26,671 shares — an estimated $2.48M sold.

Howard Capital Management first reported a position in SHEL in Q2 2024 and held it in 8 quarters. The position peaked at $2.48M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Howard Capital Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Howard Capital Management sold 26,671 Shell shares in Q2 2026, an estimated $2.48M.
  • Howard Capital Management first reported a position in Shell in Q2 2024 and held it in 8 quarters.
  • Howard Capital Management's Shell position peaked at $2.48M in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.