R.H. Dinel Investment Counsel’s Shell SHEL Stock Holding History

R.H. Dinel 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 Q2	$621K	Hold	8,015	–	–	0.48%	33
2026 Q1	$745K	Hold	8,015	–	–	0.6%	30
2025 Q4	$589K	Hold	8,015	–	–	0.43%	32
2025 Q3	$573K	Hold	8,015	–	–	0.37%	34
2025 Q2	$564K	Sell	8,015 -525	-6%	-$35.2K	0.38%	35
2025 Q1	$626K	Hold	8,540	–	–	0.43%	35
2024 Q4	$535K	Hold	8,540	–	–	0.36%	35
2024 Q3	$563K	Hold	8,540	–	–	0.35%	34
2024 Q2	$616K	Hold	8,540	–	–	0.39%	35
2024 Q1	$573K	Sell	8,540 -975	-10%	-$62.5K	0.37%	35
2023 Q4	$626K	Hold	9,515	–	–	0.43%	35
2023 Q3	$613K	Hold	9,515	–	–	0.44%	33
2023 Q2	$575K	Hold	9,515	–	–	0.4%	36
2023 Q1	$547K	Hold	9,515	–	–	0.41%	34
2022 Q4	$542K	Hold	9,515	–	–	0.48%	32
2022 Q3	$473K	Hold	9,515	–	–	0.47%	33
2022 Q2	$498K	Hold	9,515	–	–	0.45%	34
2022 Q1	$523K	Buy	+9,515	New	+$505K	0.4%	35

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

R.H. Dinel Investment Counsel's SHEL Position: Q2 2026 in Review

R.H. Dinel Investment Counsel held its Shell (SHEL) position steady in Q2 2026 at 8,015 shares worth $621K. The position accounts for 0.48% of the portfolio, ranked #33.

R.H. Dinel Investment Counsel first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $745K in Q1 2026. 874 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

R.H. Dinel Investment Counsel held 8,015 shares of Shell worth $621K as of Q2 2026.
R.H. Dinel Investment Counsel left its Shell share count unchanged in Q2 2026.
Shell made up 0.48% of R.H. Dinel Investment Counsel's portfolio in Q2 2026, its #33 holding.
R.H. Dinel Investment Counsel first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
R.H. Dinel Investment Counsel's Shell position peaked at $745K in Q1 2026.
874 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on R.H. Dinel Investment Counsel's 13F filing for Q2 2026, filed 13 Jul 2026.