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KCM Investment Advisors’s Shell SHEL Stock Holding History

KCM Investment Advisors’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
Q1 		$477K Hold
5,126
– – 0.02% 278
2025
Q4 		$377K Buy
5,126
+635
+14% +$46.8K 0.01% 299
2025
Q3 		$321K Sell
4,491
-157
-3% -$11.3K 0.01% 318
2025
Q2 		$327K Buy
4,648
+160
+4% +$10.7K 0.01% 310
2025
Q1 		$329K Sell
4,488
-1,427
-24% -$96.1K 0.01% 300
2024
Q4 		$371K Buy
5,915
+131
+2% +$8.59K 0.01% 286
2024
Q3 		$381K Hold
5,784
– – 0.01% 295
2024
Q2 		$417K Buy
5,784
+70
+1% +$5K 0.02% 278
2024
Q1 		$383K Buy
+5,714
New +$366K 0.01% 290
2023
Q4 		– Sell
-5,789
Closed -$373K – 373
2023
Q3 		$373K Sell
5,789
-512
-8% -$31.9K 0.02% 275
2023
Q2 		$380K Sell
6,301
-1,060
-14% -$63.6K 0.02% 289
2023
Q1 		$424K Sell
7,361
-320
-4% -$18.8K 0.02% 288
2022
Q4 		$437K Buy
7,681
+188
+3% +$10.4K 0.02% 277
2022
Q3 		$373K Buy
7,493
+1,200
+19% +$61.8K 0.02% 278
2022
Q2 		$329K Sell
6,293
-14,093
-69% -$792K 0.01% 315
2022
Q1 		$1.12M Buy
+20,386
New +$1.08M 0.04% 208

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KCM Investment Advisors's SHEL Position: Q1 2026 in Review

KCM Investment Advisors held its Shell (SHEL) position steady in Q1 2026 at 5,126 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #278.

KCM Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q1 2022. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • KCM Investment Advisors held 5,126 shares of Shell worth $477K as of Q1 2026.
  • KCM Investment Advisors left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.02% of KCM Investment Advisors's portfolio in Q1 2026, its #278 holding.
  • KCM Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • KCM Investment Advisors's Shell position peaked at $1.12M in Q1 2022.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.