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MAI Capital Management’s Shell SHEL Stock Holding History

MAI Capital 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 		$6.92M Buy
89,268
+14,676
+20% +$1.27M 0.03% 409
2026
Q1 		$6.94M Sell
74,592
-77
-0.1% -$6.22K 0.04% 346
2025
Q4 		$5.49M Buy
74,669
+951
+1% +$70.1K 0.03% 375
2025
Q3 		$5.27M Sell
73,718
-393
-0.5% -$28.3K 0.03% 353
2025
Q2 		$5.22M Buy
74,111
+2,653
+4% +$178K 0.04% 329
2025
Q1 		$5.24M Sell
71,458
-1,748
-2% -$118K 0.04% 319
2024
Q4 		$4.59M Buy
73,206
+57,285
+360% +$3.75M 0.03% 336
2024
Q3 		$1.05M Sell
15,921
-10,017
-39% -$709K 0.01% 551
2024
Q2 		$1.87M Buy
25,938
+4,045
+18% +$289K 0.02% 425
2024
Q1 		$1.47M Buy
21,893
+350
+2% +$22.4K 0.02% 468
2023
Q4 		$1.42M Buy
21,543
+1,185
+6% +$77.8K 0.02% 389
2023
Q3 		$1.31M Sell
20,358
-68
-0.3% -$4.23K 0.02% 380
2023
Q2 		$1.23M Buy
20,426
+314
+2% +$18.8K 0.02% 394
2023
Q1 		$1.16M Buy
20,112
+530
+3% +$31.2K 0.02% 393
2022
Q4 		$1.12M Buy
19,582
+2,134
+12% +$118K 0.02% 388
2022
Q3 		$868K Buy
17,448
+6,673
+62% +$344K 0.02% 409
2022
Q2 		$563K Sell
10,775
-5,643
-34% -$317K 0.01% 514
2022
Q1 		$902K Buy
+16,418
New +$872K 0.02% 414

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

MAI Capital Management's SHEL Position: Q2 2026 in Review

MAI Capital Management increased its Shell (SHEL) stake by 20% in Q2 2026, buying an estimated $1.27M and bringing the position to 89,268 shares worth $6.92M. The position accounts for 0.03% of the portfolio, ranked #409.

MAI Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.94M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • MAI Capital Management held 89,268 shares of Shell worth $6.92M as of Q2 2026.
  • MAI Capital Management bought 14,676 Shell shares in Q2 2026, an estimated $1.27M.
  • Shell made up 0.03% of MAI Capital Management's portfolio in Q2 2026, its #409 holding.
  • MAI Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • MAI Capital Management's Shell position peaked at $6.94M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.