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Oak Harvest Investment Services’s Shell SHEL Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-2,617
Closed -$243K – 196
2026
Q1 		$243K Buy
+2,617
New +$211K 0.03% 155

Other funds holding SHEL

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Oak Harvest Investment Services's SHEL Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,617 shares — an estimated $243K sold.

Oak Harvest Investment Services first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 1,132 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 2,617 Shell shares in Q2 2026, an estimated $243K.
  • Oak Harvest Investment Services first reported a position in Shell in Q1 2026 and held it in 1 quarter.
  • Oak Harvest Investment Services's Shell position peaked at $243K in Q1 2026.
  • 1,132 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.