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Robertson Stephens Wealth Management’s Shell SHEL Stock Holding History

Robertson Stephens Wealth Management’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 		$425K Sell
5,477
-69
-1% -$5.96K 0.01% 467
2026
Q1 		$516K Buy
5,546
+328
+6% +$26.5K 0.01% 414
2025
Q4 		$383K Buy
5,218
+217
+4% +$16K 0.01% 481
2025
Q3 		$358K Buy
5,001
+71
+1% +$5.11K 0.01% 412
2025
Q2 		$347K Sell
4,930
-408
-8% -$27.3K 0.01% 431
2025
Q1 		$391K Buy
5,338
+3
+0.1% +$202 0.01% 401
2024
Q4 		$334K Buy
5,335
+4
+0.1% +$262 0.01% 443
2024
Q3 		$352K Sell
5,331
-666
-11% -$47.2K 0.01% 496
2024
Q2 		$433K Sell
5,997
-221
-4% -$15.8K 0.02% 354
2024
Q1 		$417K Sell
6,218
-658
-10% -$42.2K 0.02% 370
2023
Q4 		$452K Buy
6,876
+243
+4% +$15.9K 0.03% 324
2023
Q3 		$427K Buy
6,633
+14
+0.2% +$871 0.03% 324
2023
Q2 		$400K Sell
6,619
-19
-0.3% -$1.14K 0.03% 315
2023
Q1 		$382K Sell
6,638
-308
-4% -$18.1K 0.03% 330
2022
Q4 		$396K Buy
6,946
+84
+1% +$4.63K 0.04% 291
2022
Q3 		$341K Hold
6,862
– – 0.04% 264
2022
Q2 		$358K Buy
6,862
+75
+1% +$4.21K 0.03% 279
2022
Q1 		$372K Buy
+6,787
New +$360K 0.03% 280

Other funds holding SHEL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Robertson Stephens Wealth Management's SHEL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Shell (SHEL) stake by 1.2% in Q2 2026, selling an estimated $5.96K and leaving 5,477 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #467.

Robertson Stephens Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $516K in Q1 2026. 725 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Robertson Stephens Wealth Management held 5,477 shares of Shell worth $425K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 69 Shell shares in Q2 2026, an estimated $5.96K.
  • Shell made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Robertson Stephens Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Robertson Stephens Wealth Management's Shell position peaked at $516K in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.