Investors Asset Management of Georgia’s Shell SHEL Stock Holding History

Investors Asset Management of Georgia’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	$281K	Sell	3,625 -50	-1%	-$4.32K	0.1%	167
2026 Q1	$342K	Hold	3,675	–	–	0.14%	140
2025 Q4	$270K	Hold	3,675	–	–	0.11%	151
2025 Q3	$263K	Sell	3,675 -100	-3%	-$7.2K	0.11%	150
2025 Q2	$266K	Hold	3,775	–	–	0.12%	138
2025 Q1	$277K	Sell	3,775 -700	-16%	-$47.2K	0.14%	131
2024 Q4	$280K	Hold	4,475	–	–	0.14%	129
2024 Q3	$295K	Sell	4,475 -200	-4%	-$14.2K	0.14%	130
2024 Q2	$337K	Sell	4,675 -10	-0.2%	-$715	0.16%	115
2024 Q1	$314K	Sell	4,685 -640	-12%	-$41K	0.15%	123
2023 Q4	$350K	Sell	5,325 -200	-4%	-$13.1K	0.18%	107
2023 Q3	$350K	Sell	5,525 -10	-0.2%	-$622	0.19%	112
2023 Q2	$334K	Hold	5,535	–	–	0.17%	115
2023 Q1	$318K	Sell	5,535 -500	-8%	-$29.4K	0.17%	120
2022 Q4	$344K	Hold	6,035	–	–	0.18%	116
2022 Q3	$300K	Hold	6,035	–	–	0.15%	127
2022 Q2	$316K	Hold	6,035	–	–	0.16%	120
2022 Q1	$332K	Buy	+6,035	New	+$320K	0.17%	130

Other funds holding SHEL

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Investors Asset Management of Georgia's SHEL Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its Shell (SHEL) stake by 1.4% in Q2 2026, selling an estimated $4.32K and leaving 3,625 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #167.

Investors Asset Management of Georgia first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $350K in Q4 2023. 1,227 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Investors Asset Management of Georgia held 3,625 shares of Shell worth $281K as of Q2 2026.
Investors Asset Management of Georgia sold 50 Shell shares in Q2 2026, an estimated $4.32K.
Shell made up 0.1% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #167 holding.
Investors Asset Management of Georgia first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Investors Asset Management of Georgia's Shell position peaked at $350K in Q4 2023.
1,227 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.