Koshinski Asset Management
SHEL icon

Koshinski Asset Management’s Shell SHEL Stock Holding History

Koshinski Asset 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 		$800K Buy
10,318
+896
+10% +$77.3K 0.04% 340
2026
Q1 		$876K Sell
9,422
-2,212
-19% -$179K 0.05% 310
2025
Q4 		$855K Sell
11,634
-569
-5% -$41.9K 0.06% 306
2025
Q3 		$873K Sell
12,203
-2,325
-16% -$167K 0.06% 297
2025
Q2 		$1.02M Sell
14,528
-597
-4% -$40K 0.08% 263
2025
Q1 		$1.11M Sell
15,125
-524
-3% -$35.3K 0.09% 219
2024
Q4 		$980M Sell
15,649
-25
-0.2% -$1.64K 0.08% 243
2024
Q3 		$1.03M Sell
15,674
-52
-0.3% -$3.68K 0.09% 234
2024
Q2 		$1.14M Sell
15,726
-2,488
-14% -$178K 0.11% 192
2024
Q1 		$1.22M Buy
18,214
+10,988
+152% +$704K 0.13% 176
2023
Q4 		$476K Sell
7,226
-9,163
-56% -$601K 0.07% 286
2023
Q3 		$1.06M Sell
16,389
-895
-5% -$55.7K 0.12% 170
2023
Q2 		$1.04M Sell
17,284
-3,829
-18% -$230K 0.11% 187
2023
Q1 		$1.21M Buy
21,113
+1,109
+6% +$65.2K 0.12% 176
2022
Q4 		$1.14M Sell
20,004
-499
-2% -$27.5K 0.11% 205
2022
Q3 		$1.02M Buy
20,503
+116
+0.6% +$5.98K 0.12% 196
2022
Q2 		$1.07M Sell
20,387
-1,067
-5% -$59.9K 0.11% 221
2022
Q1 		$1.18M Buy
+21,454
New +$1.14M 0.1% 227

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

Koshinski Asset Management's SHEL Position: Q2 2026 in Review

Koshinski Asset Management increased its Shell (SHEL) stake by 9.5% in Q2 2026, buying an estimated $77.3K and bringing the position to 10,318 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #340.

Koshinski Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $980M in Q4 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Koshinski Asset Management held 10,318 shares of Shell worth $800K as of Q2 2026.
  • Koshinski Asset Management bought 896 Shell shares in Q2 2026, an estimated $77.3K.
  • Shell made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #340 holding.
  • Koshinski Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Koshinski Asset Management's Shell position peaked at $980M in Q4 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.