IRP
SHEL icon

Investment Research Partners’s Shell SHEL Stock Holding History

Investment Research 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 		$731K Buy
9,433
+2,200
+30% +$190K 0.25% 95
2026
Q1 		$673K Sell
7,233
-582
-7% -$47K 0.27% 91
2025
Q4 		$574K Buy
7,815
+710
+10% +$52.3K 0.25% 94
2025
Q3 		$537K Buy
+7,105
New +$512K 0.24% 100

Other funds holding SHEL

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Investment Research Partners increased its Shell (SHEL) stake by 30% in Q2 2026, buying an estimated $190K and bringing the position to 9,433 shares worth $731K. The position accounts for 0.25% of the portfolio, ranked #95.

Investment Research Partners first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. 1,186 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Investment Research Partners held 9,433 shares of Shell worth $731K as of Q2 2026.
  • Investment Research Partners bought 2,200 Shell shares in Q2 2026, an estimated $190K.
  • Shell made up 0.25% of Investment Research Partners's portfolio in Q2 2026, its #95 holding.
  • Investment Research Partners first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.