Tevis Investment Management’s Shell SHEL Stock Holding History

Tevis Investment 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	$258K	Hold	3,329	–	–	0.14%	93
2026 Q1	$310K	Hold	3,329	–	–	0.18%	80
2025 Q4	$238K	Hold	3,329	–	–	0.14%	100
2025 Q3	$238K	Hold	3,329	–	–	0.14%	100
2025 Q2	$234K	Hold	3,329	–	–	0.15%	99
2025 Q1	$209K	Hold	3,329	–	–	0.15%	95
2024 Q4	$209K	Hold	3,329	–	–	0.15%	95
2024 Q3	$220K	Sell	3,329 -368	-10%	-$26.1K	0.16%	86
2024 Q2	$267K	Sell	3,697 -1,593	-30%	-$114K	0.21%	86
2024 Q1	$355K	Sell	5,290 -514	-9%	-$32.9K	0.3%	76
2023 Q4	$382K	Hold	5,804	–	–	0.35%	66
2023 Q3	$374K	Hold	5,804	–	–	0.38%	64
2023 Q2	$350K	Buy	5,804 +221	+4%	+$13.3K	0.34%	66
2023 Q1	$321K	Buy	5,583 +113	+2%	+$6.65K	0.33%	72
2022 Q4	$312K	Buy	5,470 +267	+5%	+$14.7K	0.33%	75
2022 Q3	$259K	Buy	5,203 +724	+16%	+$37.3K	0.25%	82
2022 Q2	$234K	Buy	4,479 +119	+3%	+$6.69K	0.22%	80
2022 Q1	$239K	Buy	+4,360	New	+$231K	0.22%	84

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

Tevis Investment Management's SHEL Position: Q2 2026 in Review

Tevis Investment Management held its Shell (SHEL) position steady in Q2 2026 at 3,329 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #93.

Tevis Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $382K in Q4 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Tevis Investment Management held 3,329 shares of Shell worth $258K as of Q2 2026.
Tevis Investment Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.14% of Tevis Investment Management's portfolio in Q2 2026, its #93 holding.
Tevis Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Tevis Investment Management's Shell position peaked at $382K in Q4 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.