MGI
SHEL icon

Miller Global Investments’s Shell SHEL Stock Holding History

Miller Global Investments’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 		$1.13M Hold
14,591
– – 0.94% 27
2026
Q1 		$1.36M Sell
14,591
-297
-2% -$24K 1.24% 19
2025
Q4 		$1.09M Buy
+14,888
New +$1.1M 0.99% 27

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Miller Global Investments's SHEL Position: Q2 2026 in Review

Miller Global Investments held its Shell (SHEL) position steady in Q2 2026 at 14,591 shares worth $1.13M. The position accounts for 0.94% of the portfolio, ranked #27.

Miller Global Investments first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q1 2026. 829 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Miller Global Investments held 14,591 shares of Shell worth $1.13M as of Q2 2026.
  • Miller Global Investments left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.94% of Miller Global Investments's portfolio in Q2 2026, its #27 holding.
  • Miller Global Investments first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's Shell position peaked at $1.36M in Q1 2026.
  • 829 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.