HUB Investment Partners’s Shell SHEL Stock Holding History

HUB 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	$1.4M	Buy	18,106 +1,419	+9%	+$122K	0.03%	367
2026 Q1	$1.55M	Buy	16,687 +2,307	+16%	+$186K	0.04%	281
2025 Q4	$1.06M	Buy	14,380 +243	+2%	+$17.9K	0.03%	296
2025 Q3	$1.01M	Buy	14,137 +1,011	+8%	+$72.8K	0.03%	278
2025 Q2	$924K	Buy	13,126 +1,266	+11%	+$84.9K	0.03%	278
2025 Q1	$869K	Sell	11,860 -466	-4%	-$31.4K	0.03%	245
2024 Q4	$772K	Buy	12,326 +805	+7%	+$52.8K	0.03%	244
2024 Q3	$760K	Buy	11,521 +189	+2%	+$13.4K	0.03%	232
2024 Q2	$818K	Sell	11,332 -419	-4%	-$29.9K	0.03%	210
2024 Q1	$788K	Buy	11,751 +1,866	+19%	+$120K	0.04%	207
2023 Q4	$650K	Buy	9,885 +5,792	+142%	+$380K	0.04%	206
2023 Q3	$264K	Buy	4,093 +561	+16%	+$34.9K	0.04%	207
2023 Q2	$213K	Buy	+3,532	New	+$212K	0.04%	230

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

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

HUB Investment Partners increased its Shell (SHEL) stake by 8.5% in Q2 2026, buying an estimated $122K and bringing the position to 18,106 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #367.

HUB Investment Partners first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

HUB Investment Partners held 18,106 shares of Shell worth $1.4M as of Q2 2026.
HUB Investment Partners bought 1,419 Shell shares in Q2 2026, an estimated $122K.
Shell made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #367 holding.
HUB Investment Partners first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
HUB Investment Partners's Shell position peaked at $1.55M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.