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Traveka Wealth’s Shell SHEL Stock Holding History

Traveka Wealth’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 		$334K Sell
4,313
-27
-0.6% -$2.33K 0.11% 126
2026
Q1 		$404K Buy
4,340
+27
+0.6% +$2.18K 0.15% 102
2025
Q4 		$317K Sell
4,313
-22
-0.5% -$1.62K 0.13% 125
2025
Q3 		$310K Sell
4,335
-182
-4% -$13.1K 0.14% 112
2025
Q2 		$318K Buy
4,517
+49
+1% +$3.28K 0.17% 97
2025
Q1 		$327K Sell
4,468
-1
-0% -$67 0.18% 93
2024
Q4 		$280K Sell
4,469
-226
-5% -$14.8K 0.15% 101
2024
Q3 		$310K Buy
4,695
+345
+8% +$24.4K 0.16% 91
2024
Q2 		$314K Buy
4,350
+383
+10% +$27.4K 0.15% 81
2024
Q1 		$266K Buy
3,967
+463
+13% +$29.7K 0.12% 91
2023
Q4 		$231K Buy
+3,504
New +$230K 0.12% 107

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

Traveka Wealth's SHEL Position: Q2 2026 in Review

Traveka Wealth reduced its Shell (SHEL) stake by 0.62% in Q2 2026, selling an estimated $2.33K and leaving 4,313 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #126.

Traveka Wealth first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $404K in Q1 2026. 729 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Traveka Wealth held 4,313 shares of Shell worth $334K as of Q2 2026.
  • Traveka Wealth sold 27 Shell shares in Q2 2026, an estimated $2.33K.
  • Shell made up 0.11% of Traveka Wealth's portfolio in Q2 2026, its #126 holding.
  • Traveka Wealth first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's Shell position peaked at $404K in Q1 2026.
  • 729 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.