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Rothschild Investment LLC’s Shell SHEL Stock Holding History

Rothschild Investment LLC’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 		$523K Buy
6,741
+435
+7% +$37.5K 0.02% 589
2026
Q1 		$586K Buy
6,306
+191
+3% +$15.4K 0.03% 358
2025
Q4 		$449K Buy
6,115
+49
+0.8% +$3.61K 0.02% 389
2025
Q3 		$434K Buy
6,066
+26
+0.4% +$1.87K 0.02% 390
2025
Q2 		$425K Buy
6,040
+185
+3% +$12.4K 0.03% 374
2025
Q1 		$429K Sell
5,855
-80
-1% -$5.39K 0.03% 368
2024
Q4 		$372K Sell
5,935
-1,183
-17% -$77.5K 0.02% 392
2024
Q3 		$469K Buy
7,118
+191
+3% +$13.5K 0.03% 359
2024
Q2 		$500K Buy
6,927
+37
+0.5% +$2.65K 0.03% 328
2024
Q1 		$462K Sell
6,890
-76
-1% -$4.87K 0.03% 338
2023
Q4 		$458K Sell
6,966
-49
-0.7% -$3.21K 0.04% 290
2023
Q3 		$452K Buy
7,015
+216
+3% +$13.4K 0.04% 311
2023
Q2 		$411K Buy
6,799
+302
+5% +$18.1K 0.03% 327
2023
Q1 		$374K Buy
6,497
+33
+0.5% +$1.94K 0.03% 336
2022
Q4 		$368K Sell
6,464
-250
-4% -$13.8K 0.03% 336
2022
Q3 		$334K Sell
6,714
-1,411
-17% -$72.7K 0.03% 337
2022
Q2 		$425K Sell
8,125
-225
-3% -$12.6K 0.04% 320
2022
Q1 		$459K Buy
+8,350
New +$443K 0.04% 339

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
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
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

Rothschild Investment LLC's SHEL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Shell (SHEL) stake by 6.9% in Q2 2026, buying an estimated $37.5K and bringing the position to 6,741 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #589.

Rothschild Investment LLC first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $586K in Q1 2026. 885 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Rothschild Investment LLC held 6,741 shares of Shell worth $523K as of Q2 2026.
  • Rothschild Investment LLC bought 435 Shell shares in Q2 2026, an estimated $37.5K.
  • Shell made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #589 holding.
  • Rothschild Investment LLC first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Rothschild Investment LLC's Shell position peaked at $586K in Q1 2026.
  • 885 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.