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Integrated Investment Consultants’s Shell SHEL Stock Holding History

Integrated Investment Consultants’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 		$1.44M Sell
18,532
-262
-1% -$22.6K 0.28% 59
2026
Q1 		$1.75M Sell
18,794
-775
-4% -$62.6K 0.37% 50
2025
Q4 		$1.44M Buy
19,569
+16,251
+490% +$1.2M 0.28% 63
2025
Q3 		$237K Sell
3,318
-254
-7% -$18.3K 0.04% 292
2025
Q2 		$252K Sell
3,572
-115
-3% -$7.71K 0.05% 269
2025
Q1 		$270K Sell
3,687
-15,941
-81% -$1.07M 0.05% 268
2024
Q4 		$1.23M Buy
+19,628
New +$1.29M 0.25% 74
2023
Q3 		– Sell
-4,696
Closed -$284K – 263
2023
Q2 		$284K Buy
4,696
+559
+14% +$33.5K 0.09% 203
2023
Q1 		$238K Buy
4,137
+445
+12% +$26.2K 0.07% 232
2022
Q4 		$210K Buy
+3,692
New +$204K 0.07% 230

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
Orbis Allan Gray
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

Integrated Investment Consultants's SHEL Position: Q2 2026 in Review

Integrated Investment Consultants reduced its Shell (SHEL) stake by 1.4% in Q2 2026, selling an estimated $22.6K and leaving 18,532 shares worth $1.44M. The position accounts for 0.28% of the portfolio, ranked #59.

Integrated Investment Consultants first reported a position in SHEL in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.75M in Q1 2026. 1,533 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Integrated Investment Consultants held 18,532 shares of Shell worth $1.44M as of Q2 2026.
  • Integrated Investment Consultants sold 262 Shell shares in Q2 2026, an estimated $22.6K.
  • Shell made up 0.28% of Integrated Investment Consultants's portfolio in Q2 2026, its #59 holding.
  • Integrated Investment Consultants first reported a position in Shell in Q4 2022 and has held it in 10 quarters since.
  • Integrated Investment Consultants's Shell position peaked at $1.75M in Q1 2026.
  • 1,533 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.