Kathmere Capital Management’s Shell SHEL Stock Holding History

Kathmere Capital 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	$892K	Buy	11,508 +1,264	+12%	+$109K	0.05%	262
2026 Q1	$953K	Sell	10,244 -38	-0.4%	-$3.07K	0.06%	226
2025 Q4	$756K	Buy	10,282 +193	+2%	+$14.2K	0.05%	242
2025 Q3	$722K	Buy	10,089 +1,595	+19%	+$115K	0.05%	228
2025 Q2	$598K	Buy	8,494 +100	+1%	+$6.7K	0.05%	248
2025 Q1	$615K	Buy	8,394 +3,590	+75%	+$242K	0.05%	207
2024 Q4	$301K	Sell	4,804 -831	-15%	-$54.5K	0.03%	310
2024 Q3	$372K	Buy	5,635 +996	+21%	+$70.5K	0.03%	257
2024 Q2	$335K	Buy	4,639 +1,035	+29%	+$74K	0.04%	241
2024 Q1	$242K	Buy	3,604 +340	+10%	+$21.8K	0.03%	272
2023 Q4	$215K	Buy	+3,264	New	+$214K	0.03%	262

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

Kathmere Capital Management's SHEL Position: Q2 2026 in Review

Kathmere Capital Management increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $109K and bringing the position to 11,508 shares worth $892K. The position accounts for 0.05% of the portfolio, ranked #262.

Kathmere Capital Management first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $953K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Kathmere Capital Management held 11,508 shares of Shell worth $892K as of Q2 2026.
Kathmere Capital Management bought 1,264 Shell shares in Q2 2026, an estimated $109K.
Shell made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #262 holding.
Kathmere Capital Management first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Kathmere Capital Management's Shell position peaked at $953K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.