Sit Investment Associates’s Shell SHEL Stock Holding History

Sit Investment Associates’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	$9.97M	Buy	128,582 +400	+0.3%	+$34.5K	0.19%	135
2026 Q1	$11.9M	Hold	128,182	–	–	0.24%	109
2025 Q4	$9.42M	Sell	128,182 -3,880	-3%	-$286K	0.19%	137
2025 Q3	$9.45M	Sell	132,062 -3,968	-3%	-$286K	0.19%	131
2025 Q2	$9.58M	Sell	136,030 -770	-0.6%	-$51.6K	0.2%	122
2025 Q1	$10M	Buy	136,800 +3,947	+3%	+$266K	0.24%	114
2024 Q4	$8.32M	Sell	132,853 -11,392	-8%	-$747K	0.19%	148
2024 Q3	$9.51M	Sell	144,245 -600	-0.4%	-$42.5K	0.21%	134
2024 Q2	$10.5M	Sell	144,845 -1,010	-0.7%	-$72.2K	0.24%	122
2024 Q1	$9.78M	Hold	145,855	–	–	0.22%	137
2023 Q4	$9.6M	Sell	145,855 -470	-0.3%	-$30.8K	0.24%	129
2023 Q3	$9.42M	Buy	146,325 +310	+0.2%	+$19.3K	0.26%	120
2023 Q2	$8.82M	Buy	146,015 +1,105	+0.8%	+$66.3K	0.23%	132
2023 Q1	$8.34M	Buy	144,910 +19,280	+15%	+$1.13M	0.23%	138
2022 Q4	$7.16M	Sell	125,630 -2,895	-2%	-$160K	0.2%	152
2022 Q3	$6.39M	Buy	128,525 +66,425	+107%	+$3.42M	0.19%	148
2022 Q2	$3.25M	Buy	62,100 +42,325	+214%	+$2.38M	0.1%	217
2022 Q1	$1.09M	Buy	+19,775	New	+$1.05M	0.03%	344

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

Sit Investment Associates's SHEL Position: Q2 2026 in Review

Sit Investment Associates increased its Shell (SHEL) stake by 0.31% in Q2 2026, buying an estimated $34.5K and bringing the position to 128,582 shares worth $9.97M. The position accounts for 0.19% of the portfolio, ranked #135.

Sit Investment Associates first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.9M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Sit Investment Associates held 128,582 shares of Shell worth $9.97M as of Q2 2026.
Sit Investment Associates bought 400 Shell shares in Q2 2026, an estimated $34.5K.
Shell made up 0.19% of Sit Investment Associates's portfolio in Q2 2026, its #135 holding.
Sit Investment Associates first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Sit Investment Associates's Shell position peaked at $11.9M in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.