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Salem Investment Counselors’s Shell SHEL Stock Holding History

Salem Investment Counselors’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 		$309K Sell
3,979
-3
-0.1% -$259 0.01% 353
2026
Q1 		$370K Buy
+3,982
New +$322K 0.01% 316
2025
Q4 		– Sell
-2,514
Closed -$180K – 1002
2025
Q3 		$180K Sell
2,514
-25
-1% -$1.8K 0.01% 381
2025
Q2 		$179K Hold
2,539
– – 0.01% 379
2025
Q1 		$186K Buy
2,539
+25
+1% +$1.68K 0.01% 364
2024
Q4 		$158K Sell
2,514
-52
-2% -$3.41K 0.01% 391
2024
Q3 		$169K Buy
2,566
+52
+2% +$3.68K 0.01% 382
2024
Q2 		$181K Hold
2,514
– – 0.01% 370
2024
Q1 		$169K Sell
2,514
-400
-14% -$25.6K 0.01% 381
2023
Q4 		$192K Buy
2,914
+63
+2% +$4.13K 0.01% 352
2023
Q3 		$184K Hold
2,851
– – 0.01% 349
2023
Q2 		$172K Hold
2,851
– – 0.01% 346
2023
Q1 		$164K Buy
2,851
+1,334
+88% +$78.5K 0.01% 366
2022
Q4 		$86.4K Sell
1,517
-1,025
-40% -$56.5K ﹤0.01% 435
2022
Q3 		$126K Buy
2,542
+376
+17% +$19.4K 0.01% 367
2022
Q2 		$113K Buy
2,166
+522
+32% +$29.3K 0.01% 401
2022
Q1 		$90K Buy
+1,644
New +$87.3K ﹤0.01% 428

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

Salem Investment Counselors's SHEL Position: Q2 2026 in Review

Salem Investment Counselors reduced its Shell (SHEL) stake by 0.08% in Q2 2026, selling an estimated $259 and leaving 3,979 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #353.

Salem Investment Counselors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $370K in Q1 2026. 713 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Salem Investment Counselors held 3,979 shares of Shell worth $309K as of Q2 2026.
  • Salem Investment Counselors sold 3 Shell shares in Q2 2026, an estimated $259.
  • Shell made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #353 holding.
  • Salem Investment Counselors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Salem Investment Counselors's Shell position peaked at $370K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.