Klingman & Associates’s Shell SHEL Stock Holding History

Klingman & Associates’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	$328K	Buy	4,231 +297	+8%	+$25.6K	0.01%	255
2026 Q1	$366K	Buy	3,934 +174	+5%	+$14.1K	0.02%	234
2025 Q4	$276K	Buy	3,760 +138	+4%	+$10.2K	0.01%	267
2025 Q3	$259K	Buy	3,622 +757	+26%	+$54.5K	0.01%	283
2025 Q2	$202K	Sell	2,865 -742	-21%	-$49.7K	0.01%	309
2025 Q1	$264K	Buy	3,607 +186	+5%	+$12.5K	0.02%	232
2024 Q4	$214K	Buy	3,421 +170	+5%	+$11.1K	0.01%	245
2024 Q3	$214K	Sell	3,251 -13	-0.4%	-$921	0.01%	252
2024 Q2	$236K	Buy	+3,264	New	+$233K	0.02%	222

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

Klingman & Associates's SHEL Position: Q2 2026 in Review

Klingman & Associates increased its Shell (SHEL) stake by 7.5% in Q2 2026, buying an estimated $25.6K and bringing the position to 4,231 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #255.

Klingman & Associates first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $366K in Q1 2026. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Klingman & Associates held 4,231 shares of Shell worth $328K as of Q2 2026.
Klingman & Associates bought 297 Shell shares in Q2 2026, an estimated $25.6K.
Shell made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #255 holding.
Klingman & Associates first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Klingman & Associates's Shell position peaked at $366K in Q1 2026.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.