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Pinnacle Associates’s Shell SHEL Stock Holding History

Pinnacle Associates’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 		$6.81M Buy
87,777
+602
+0.7% +$52K 0.07% 235
2026
Q1 		$8.11M Sell
87,175
-7,391
-8% -$597K 0.1% 194
2025
Q4 		$6.95M Sell
94,566
-963
-1% -$70.9K 0.09% 217
2025
Q3 		$6.83M Sell
95,529
-3,110
-3% -$224K 0.09% 211
2025
Q2 		$6.95M Sell
98,639
-44
-0% -$2.95K 0.1% 194
2025
Q1 		$7.23M Sell
98,683
-3,481
-3% -$235K 0.11% 192
2024
Q4 		$6.4M Sell
102,164
-30,418
-23% -$1.99M 0.09% 209
2024
Q3 		$8.72M Buy
132,582
+25,635
+24% +$1.82M 0.15% 167
2024
Q2 		$7.72M Sell
106,947
-23,740
-18% -$1.7M 0.12% 187
2024
Q1 		$8.76M Sell
130,687
-1,895
-1% -$121K 0.14% 177
2023
Q4 		$8.72M Sell
132,582
-1,298
-1% -$85.2K 0.15% 170
2023
Q3 		$8.62M Sell
133,880
-4,503
-3% -$280K 0.16% 156
2023
Q2 		$8.36M Buy
138,383
+30,296
+28% +$1.82M 0.15% 171
2023
Q1 		$6.22M Sell
108,087
-15,112
-12% -$889K 0.13% 183
2022
Q4 		$7.02M Sell
123,199
-174
-0.1% -$9.59K 0.15% 161
2022
Q3 		$6.14M Sell
123,373
-2,325
-2% -$120K 0.14% 169
2022
Q2 		$6.57M Sell
125,698
-5,284
-4% -$297K 0.14% 170
2022
Q1 		$7.2M Buy
+130,982
New +$6.95M 0.13% 183

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

Pinnacle Associates's SHEL Position: Q2 2026 in Review

Pinnacle Associates increased its Shell (SHEL) stake by 0.69% in Q2 2026, buying an estimated $52K and bringing the position to 87,777 shares worth $6.81M. The position accounts for 0.07% of the portfolio, ranked #235.

Pinnacle Associates first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.76M in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Pinnacle Associates held 87,777 shares of Shell worth $6.81M as of Q2 2026.
  • Pinnacle Associates bought 602 Shell shares in Q2 2026, an estimated $52K.
  • Shell made up 0.07% of Pinnacle Associates's portfolio in Q2 2026, its #235 holding.
  • Pinnacle Associates first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Pinnacle Associates's Shell position peaked at $8.76M in Q1 2024.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.