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Orion Investment Company’s Shell SHEL Stock Holding History

Orion Investment Company’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 		$619K Hold
7,989
– – 0.18% 52
2026
Q1 		$743K Hold
7,989
– – 0.24% 49
2025
Q4 		$587K Hold
7,989
– – 0.18% 51
2025
Q3 		$571K Hold
7,989
– – 0.18% 51
2025
Q2 		$563K Sell
7,989
-4
-0.1% -$268 0.2% 49
2025
Q1 		$586K Sell
7,993
-12
-0.1% -$808 0.24% 47
2024
Q4 		$502K Hold
8,005
– – 0.2% 45
2024
Q3 		$528K Hold
8,005
– – 0.21% 47
2024
Q2 		$578K Buy
+8,005
New +$572K 0.23% 41

Other funds holding SHEL

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Orion Investment Company's SHEL Position: Q2 2026 in Review

Orion Investment Company held its Shell (SHEL) position steady in Q2 2026 at 7,989 shares worth $619K. The position accounts for 0.18% of the portfolio, ranked #52.

Orion Investment Company first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $743K in Q1 2026. 1,110 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Orion Investment Company held 7,989 shares of Shell worth $619K as of Q2 2026.
  • Orion Investment Company left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.18% of Orion Investment Company's portfolio in Q2 2026, its #52 holding.
  • Orion Investment Company first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
  • Orion Investment Company's Shell position peaked at $743K in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.