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Hunter Associates Investment Management’s Shell SHEL Stock Holding History

Hunter Associates Investment 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 		$718K Buy
9,257
+350
+4% +$30.2K 0.08% 170
2026
Q1 		$828K Sell
8,907
-700
-7% -$56.6K 0.11% 148
2025
Q4 		$705K Sell
9,607
-1,390
-13% -$102K 0.09% 153
2025
Q3 		$788K Sell
10,997
-4,500
-29% -$324K 0.11% 147
2025
Q2 		$1.09M Sell
15,497
-1,600
-9% -$107K 0.16% 120
2025
Q1 		$1.25M Sell
17,097
-350
-2% -$23.6K 0.19% 110
2024
Q4 		$1.09M Buy
17,447
+230
+1% +$15.1K 0.17% 117
2024
Q3 		$1.14M Hold
17,217
– – 0.18% 120
2024
Q2 		$1.24M Sell
17,217
-100
-0.6% -$7.15K 0.21% 110
2024
Q1 		$1.16M Sell
17,317
-1,000
-5% -$64.1K 0.2% 116
2023
Q4 		$1.21M Sell
18,317
-1,500
-8% -$98.4K 0.22% 104
2023
Q3 		$1.27M Sell
19,817
-2,400
-11% -$149K 0.26% 92
2023
Q2 		$1.34M Sell
22,217
-750
-3% -$45K 0.26% 92
2023
Q1 		$1.33M Sell
22,967
-2,100
-8% -$124K 0.28% 80
2022
Q4 		$1.43M Hold
25,067
– – 0.34% 74
2022
Q3 		$1.25M Sell
25,067
-1,227
-5% -$63.2K 0.32% 77
2022
Q2 		$1.37M Buy
26,294
+12,740
+94% +$716K 0.34% 77
2022
Q1 		$745K Buy
+13,554
New +$720K 0.24% 73

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Hunter Associates Investment Management's SHEL Position: Q2 2026 in Review

Hunter Associates Investment Management increased its Shell (SHEL) stake by 3.9% in Q2 2026, buying an estimated $30.2K and bringing the position to 9,257 shares worth $718K. The position accounts for 0.08% of the portfolio, ranked #170.

Hunter Associates Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.43M in Q4 2022. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Hunter Associates Investment Management held 9,257 shares of Shell worth $718K as of Q2 2026.
  • Hunter Associates Investment Management bought 350 Shell shares in Q2 2026, an estimated $30.2K.
  • Shell made up 0.08% of Hunter Associates Investment Management's portfolio in Q2 2026, its #170 holding.
  • Hunter Associates Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Hunter Associates Investment Management's Shell position peaked at $1.43M in Q4 2022.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.