KLCM
SHEL icon

KG&L Capital Management’s Shell SHEL Stock Holding History

KG&L 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 		$415K Buy
5,353
+2,558
+92% +$221K 0.25% 99
2026
Q1 		$260K Buy
+2,795
New +$226K 0.19% 106

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

KG&L Capital Management's SHEL Position: Q2 2026 in Review

KG&L Capital Management increased its Shell (SHEL) stake by 92% in Q2 2026, buying an estimated $221K and bringing the position to 5,353 shares worth $415K. The position accounts for 0.25% of the portfolio, ranked #99.

KG&L Capital Management first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • KG&L Capital Management held 5,353 shares of Shell worth $415K as of Q2 2026.
  • KG&L Capital Management bought 2,558 Shell shares in Q2 2026, an estimated $221K.
  • Shell made up 0.25% of KG&L Capital Management's portfolio in Q2 2026, its #99 holding.
  • KG&L Capital Management first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.