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Summit Global Investments’s Shell SHEL Stock Holding History

Summit Global Investments’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 		$1.67M Sell
21,558
-11,917
-36% -$1.03M 0.09% 114
2026
Q1 		$3.11M Buy
33,475
+27,398
+451% +$2.21M 0.18% 60
2025
Q4 		$447K Buy
+6,077
New +$448K 0.03% 345
2024
Q3 		– Sell
-17,979
Closed -$1.3M – 576
2024
Q2 		$1.3M Buy
17,979
+14,263
+384% +$1.02M 0.09% 187
2024
Q1 		$249K Sell
3,716
-10,725
-74% -$687K 0.02% 439
2023
Q4 		$950K Buy
14,441
+1
+0% +$66 0.06% 246
2023
Q3 		$930K Sell
14,440
-416
-3% -$25.9K 0.06% 237
2023
Q2 		$897K Sell
14,856
-33
-0.2% -$1.98K 0.06% 254
2023
Q1 		$857K Buy
14,889
+187
+1% +$11K 0.07% 271
2022
Q4 		$837K Buy
14,702
+4,948
+51% +$273K 0.07% 223
2022
Q3 		$485K Buy
+9,754
New +$503K 0.04% 316

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

Summit Global Investments's SHEL Position: Q2 2026 in Review

Summit Global Investments reduced its Shell (SHEL) stake by 36% in Q2 2026, selling an estimated $1.03M and leaving 21,558 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #114.

Summit Global Investments first reported a position in SHEL in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.11M in Q1 2026. 725 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Summit Global Investments held 21,558 shares of Shell worth $1.67M as of Q2 2026.
  • Summit Global Investments sold 11,917 Shell shares in Q2 2026, an estimated $1.03M.
  • Shell made up 0.09% of Summit Global Investments's portfolio in Q2 2026, its #114 holding.
  • Summit Global Investments first reported a position in Shell in Q3 2022 and has held it in 11 quarters since.
  • Summit Global Investments's Shell position peaked at $3.11M in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.