Knights of Columbus Asset Advisors’s Shell SHEL Stock Holding History

Knights of Columbus Asset 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	$325K	Sell	4,191 -2,264	-35%	-$195K	0.02%	326
2026 Q1	$600K	Hold	6,455	–	–	0.03%	298
2025 Q4	$474K	Hold	6,455	–	–	0.03%	312
2025 Q3	$462K	Buy	6,455 +153	+2%	+$11K	0.03%	296
2025 Q2	$444K	Buy	6,302 +855	+16%	+$57.3K	0.03%	283
2025 Q1	$399K	Sell	5,447 -263	-5%	-$17.7K	0.03%	272
2024 Q4	$358K	Hold	5,710	–	–	0.02%	278
2024 Q3	$377K	Buy	5,710 +534	+10%	+$37.8K	0.02%	286
2024 Q2	$374K	Hold	5,176	–	–	0.02%	309
2024 Q1	$347K	Buy	5,176 +2,911	+129%	+$187K	0.03%	290
2023 Q4	$149K	Buy	2,265 +645	+40%	+$42.3K	0.01%	330
2023 Q3	$104K	Buy	+1,620	New	+$101K	0.01%	342

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Knights of Columbus Asset Advisors's SHEL Position: Q2 2026 in Review

Knights of Columbus Asset Advisors reduced its Shell (SHEL) stake by 35% in Q2 2026, selling an estimated $195K and leaving 4,191 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #326.

Knights of Columbus Asset Advisors first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $600K in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Knights of Columbus Asset Advisors held 4,191 shares of Shell worth $325K as of Q2 2026.
Knights of Columbus Asset Advisors sold 2,264 Shell shares in Q2 2026, an estimated $195K.
Shell made up 0.02% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #326 holding.
Knights of Columbus Asset Advisors first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Knights of Columbus Asset Advisors's Shell position peaked at $600K in Q1 2026.
950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.