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Union Bancaire Privee’s Shell SHEL Stock Holding History

Union Bancaire Privee’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 		$153K Hold
2,052
– – ﹤0.01% 398
2026
Q1 		$184K Hold
2,052
– – ﹤0.01% 394
2025
Q4 		$146K Hold
2,052
– – ﹤0.01% 407
2025
Q3 		$145K Sell
2,052
-135
-6% -$9.72K ﹤0.01% 387
2025
Q2 		$147K Sell
2,187
-6,700
-75% -$449K ﹤0.01% 386
2025
Q1 		$641K Sell
8,887
-51
-0.6% -$3.44K 0.01% 293
2024
Q4 		$549K Buy
+8,938
New +$586K 0.01% 322

Other funds holding SHEL

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Union Bancaire Privee's SHEL Position: Q2 2026 in Review

Union Bancaire Privee held its Shell (SHEL) position steady in Q2 2026 at 2,052 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Union Bancaire Privee first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $641K in Q1 2025. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Union Bancaire Privee held 2,052 shares of Shell worth $153K as of Q2 2026.
  • Union Bancaire Privee left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #398 holding.
  • Union Bancaire Privee first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's Shell position peaked at $641K in Q1 2025.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.