Kovitz Investment Group Partners’s Shell SHEL Stock Holding History

Kovitz Investment Group Partners’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 Q1	$869K	Sell	9,345 -11,292	-55%	-$912K	0.02%	339
2025 Q4	$1.52M	Buy	20,637 +5,261	+34%	+$388K	0.03%	266
2025 Q3	$1.1M	Sell	15,376 -13,564	-47%	-$977K	﹤0.01%	823
2025 Q2	$2.04M	Buy	28,940 +8,616	+42%	+$578K	0.01%	624
2025 Q1	$1.49M	Buy	20,324 +11,106	+120%	+$748K	0.01%	638
2024 Q4	$578K	Sell	9,218 -4,797	-34%	-$314K	﹤0.01%	852
2024 Q3	$680K	Sell	14,015 -147	-1%	-$10.4K	﹤0.01%	706
2024 Q2	$1.02M	Buy	14,162 +1,965	+16%	+$140K	0.01%	531
2024 Q1	$818K	Buy	+12,197	New	+$782K	0.01%	440
2023 Q2	–	Sell	-4,399	Closed	-$253K	–	435
2023 Q1	$253K	Buy	+4,399	New	+$259K	﹤0.01%	387

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kovitz Investment Group Partners's SHEL Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Shell (SHEL) stake by 55% in Q1 2026, selling an estimated $912K and leaving 9,345 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #339.

Kovitz Investment Group Partners first reported a position in SHEL in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q2 2025. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Kovitz Investment Group Partners held 9,345 shares of Shell worth $869K as of Q1 2026.
Kovitz Investment Group Partners sold 11,292 Shell shares in Q1 2026, an estimated $912K.
Shell made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #339 holding.
Kovitz Investment Group Partners first reported a position in Shell in Q1 2023 and has held it in 10 quarters since.
Kovitz Investment Group Partners's Shell position peaked at $2.04M in Q2 2025.
1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.