Silvercrest Asset Management’s Shell SHEL Stock Holding History

Silvercrest Asset 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	$89.7M	Sell	1,157,279 -25,416	-2%	-$2.19M	0.59%	36
2026 Q1	$110M	Sell	1,182,695 -16,959	-1%	-$1.37M	0.79%	22
2025 Q4	$88.2M	Sell	1,199,654 -68,337	-5%	-$5.03M	0.61%	36
2025 Q3	$90.7M	Sell	1,267,991 -47,458	-4%	-$3.42M	0.6%	38
2025 Q2	$92.6M	Buy	1,315,449 +17,345	+1%	+$1.16M	0.62%	36
2025 Q1	$95.1M	Sell	1,298,104 -83,173	-6%	-$5.6M	0.68%	31
2024 Q4	$86.5M	Buy	1,381,277 +37,160	+3%	+$2.44M	0.58%	46
2024 Q3	$88.6M	Sell	1,344,117 -34,244	-2%	-$2.43M	0.6%	48
2024 Q2	$99.5M	Sell	1,378,361 -55,021	-4%	-$3.93M	0.68%	31
2024 Q1	$96.1M	Sell	1,433,382 -1,144	-0.1%	-$73.3K	0.65%	42
2023 Q4	$94.4M	Sell	1,434,526 -74,976	-5%	-$4.92M	0.67%	41
2023 Q3	$97.2M	Buy	1,509,502 +33,514	+2%	+$2.09M	0.74%	26
2023 Q2	$89.1M	Buy	1,475,988 +401,115	+37%	+$24.1M	0.64%	42
2023 Q1	$61.8M	Buy	1,074,873 +32,507	+3%	+$1.91M	0.47%	71
2022 Q4	$59.4M	Buy	1,042,366 +128,744	+14%	+$7.1M	0.46%	75
2022 Q3	$45.5M	Buy	913,622 +25,729	+3%	+$1.33M	0.37%	93
2022 Q2	$46.4M	Buy	887,893 +188,138	+27%	+$10.6M	0.35%	100
2022 Q1	$38.4M	Buy	+699,755	New	+$37.1M	0.25%	129

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Silvercrest Asset Management's SHEL Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Shell (SHEL) stake by 2.1% in Q2 2026, selling an estimated $2.19M and leaving 1,157,279 shares worth $89.7M. The position accounts for 0.59% of the portfolio, ranked #36.

Silvercrest Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $110M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Silvercrest Asset Management held 1,157,279 shares of Shell worth $89.7M as of Q2 2026.
Silvercrest Asset Management sold 25,416 Shell shares in Q2 2026, an estimated $2.19M.
Shell made up 0.59% of Silvercrest Asset Management's portfolio in Q2 2026, its #36 holding.
Silvercrest Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Silvercrest Asset Management's Shell position peaked at $110M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.