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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
Q2 		$397K Sell
5,120
-6
-0.1% -$518 0.01% 312
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 $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
OAG
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

KCM Investment Advisors's SHEL Position: Q2 2026 in Review

KCM Investment Advisors reduced its Shell (SHEL) stake by 0.12% in Q2 2026, selling an estimated $518 and leaving 5,120 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #312.

KCM Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.12M in Q1 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • KCM Investment Advisors held 5,120 shares of Shell worth $397K as of Q2 2026.
  • KCM Investment Advisors sold 6 Shell shares in Q2 2026, an estimated $518.
  • Shell made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #312 holding.
  • KCM Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • KCM Investment Advisors's Shell position peaked at $1.12M in Q1 2022.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.