Luther King Capital Management (LKCM)
SHEL icon

Luther King Capital Management (LKCM)’s Shell SHEL Stock Holding History

Luther King Capital Management (LKCM)’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 		$1.85M Sell
23,869
-1,050
-4% -$90.6K 0.01% 360
2026
Q1 		$2.32M Buy
24,919
+8,497
+52% +$687K 0.01% 332
2025
Q4 		$1.21M Buy
16,422
+1,568
+11% +$116K ﹤0.01% 399
2025
Q3 		$1.06M Sell
14,854
-876
-6% -$63.1K ﹤0.01% 415
2025
Q2 		$1.11M Sell
15,730
-4,125
-21% -$276K ﹤0.01% 401
2025
Q1 		$1.45M Sell
19,855
-795
-4% -$53.6K 0.01% 361
2024
Q4 		$1.29M Sell
20,650
-2,747
-12% -$180K 0.01% 372
2024
Q3 		$1.54M Sell
23,397
-435
-2% -$30.8K 0.01% 355
2024
Q2 		$1.72M Buy
23,832
+415
+2% +$29.7K 0.01% 329
2024
Q1 		$1.57M Buy
23,417
+142
+0.6% +$9.1K 0.01% 348
2023
Q4 		$1.53M Buy
23,275
+225
+1% +$14.8K 0.01% 347
2023
Q3 		$1.48M Buy
23,050
+3,574
+18% +$222K 0.01% 342
2023
Q2 		$1.18M Sell
19,476
-51
-0.3% -$3.06K 0.01% 390
2023
Q1 		$1.12M Sell
19,527
-3,722
-16% -$219K 0.01% 379
2022
Q4 		$1.32M Sell
23,249
-1,116
-5% -$61.5K 0.01% 350
2022
Q3 		$1.21M Sell
24,365
-3,695
-13% -$190K 0.01% 349
2022
Q2 		$1.47M Buy
28,060
+14,259
+103% +$801K 0.01% 333
2022
Q1 		$758K Buy
+13,801
New +$733K ﹤0.01% 433

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

Luther King Capital Management (LKCM)'s SHEL Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Shell (SHEL) stake by 4.2% in Q2 2026, selling an estimated $90.6K and leaving 23,869 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #360.

Luther King Capital Management (LKCM) first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.32M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Luther King Capital Management (LKCM) held 23,869 shares of Shell worth $1.85M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 1,050 Shell shares in Q2 2026, an estimated $90.6K.
  • Shell made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #360 holding.
  • Luther King Capital Management (LKCM) first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Luther King Capital Management (LKCM)'s Shell position peaked at $2.32M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.