SeaBridge Investment Advisors’s Shell SHEL Stock Holding History

SeaBridge Investment Advisors’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	$248K	Hold	3,200	–	–	0.04%	174
2026 Q1	$298K	Hold	3,200	–	–	0.05%	162
2025 Q4	$235K	Hold	3,200	–	–	0.04%	186
2025 Q3	$229K	Hold	3,200	–	–	0.04%	188
2025 Q2	$225K	Hold	3,200	–	–	0.04%	188
2025 Q1	$234K	Hold	3,200	–	–	0.05%	181
2024 Q4	$200K	Hold	3,200	–	–	0.04%	199
2024 Q3	$211K	Hold	3,200	–	–	0.05%	145
2024 Q2	$231K	Hold	3,200	–	–	0.06%	139
2024 Q1	$215K	Hold	3,200	–	–	0.06%	140
2023 Q4	$211K	Hold	3,200	–	–	0.06%	145
2023 Q3	$206K	Buy	+3,200	New	+$199K	0.07%	130

Other funds holding SHEL

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

SeaBridge Investment Advisors's SHEL Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Shell (SHEL) position steady in Q2 2026 at 3,200 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #174.

SeaBridge Investment Advisors first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $298K in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

SeaBridge Investment Advisors held 3,200 shares of Shell worth $248K as of Q2 2026.
SeaBridge Investment Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.04% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #174 holding.
SeaBridge Investment Advisors first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
SeaBridge Investment Advisors's Shell position peaked at $298K in Q1 2026.
950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.