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Marble Harbor Investment Counsel’s Shell SHEL Stock Holding History

Marble Harbor Investment Counsel’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 		$3.75M Buy
40,350
+250
+0.6% +$20.2K 0.41% 57
2025
Q4 		$2.95M Sell
40,100
-300
-0.7% -$22.1K 0.32% 61
2025
Q3 		$2.89M Sell
40,400
-2,050
-5% -$148K 0.3% 60
2025
Q2 		$2.99M Sell
42,450
-25
-0.1% -$1.68K 0.33% 58
2025
Q1 		$3.11M Sell
42,475
-1,375
-3% -$92.6K 0.35% 58
2024
Q4 		$2.75M Sell
43,850
-200
-0.5% -$13.1K 0.3% 62
2024
Q3 		$2.91M Sell
44,050
-400
-0.9% -$28.3K 0.32% 59
2024
Q2 		$3.21M Sell
44,450
-800
-2% -$57.2K 0.38% 52
2024
Q1 		$3.03M Sell
45,250
-2,200
-5% -$141K 0.35% 55
2023
Q4 		$3.12M Sell
47,450
-100
-0.2% -$6.56K 0.38% 52
2023
Q3 		$3.06M Sell
47,550
-320
-0.7% -$19.9K 0.4% 50
2023
Q2 		$2.89M Sell
47,870
-1,125
-2% -$67.5K 0.36% 52
2023
Q1 		$2.82M Hold
48,995
– – 0.36% 51
2022
Q4 		$2.79M Buy
48,995
+4,100
+9% +$226K 0.38% 53
2022
Q3 		$2.23M Sell
44,895
-3,025
-6% -$156K 0.34% 56
2022
Q2 		$2.51M Buy
47,920
+56
+0.1% +$3.15K 0.38% 55
2022
Q1 		$2.63M Buy
+47,864
New +$2.54M 0.33% 60

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marble Harbor Investment Counsel's SHEL Position: Q1 2026 in Review

Marble Harbor Investment Counsel increased its Shell (SHEL) stake by 0.62% in Q1 2026, buying an estimated $20.2K and bringing the position to 40,350 shares worth $3.75M. The position accounts for 0.41% of the portfolio, ranked #57.

Marble Harbor Investment Counsel first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Marble Harbor Investment Counsel held 40,350 shares of Shell worth $3.75M as of Q1 2026.
  • Marble Harbor Investment Counsel bought 250 Shell shares in Q1 2026, an estimated $20.2K.
  • Shell made up 0.41% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #57 holding.
  • Marble Harbor Investment Counsel first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.