Van Hulzen Asset Management’s Shell SHEL Stock Holding History

Van Hulzen Asset 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	$13.4M	Buy	173,215 +12	+0%	+$1.04K	0.96%	28
2026 Q1	$16.1M	Sell	173,203 -9,990	-5%	-$807K	1.2%	24
2025 Q4	$13.5M	Buy	183,193 +103	+0.1%	+$7.59K	0.99%	30
2025 Q3	$13.1M	Buy	183,090 +260	+0.1%	+$18.7K	0.97%	29
2025 Q2	$12.9M	Buy	182,830 +1,000	+0.5%	+$67K	1.07%	27
2025 Q1	$13.3M	Sell	181,830 -7,480	-4%	-$504K	1.22%	23
2024 Q4	$11.9M	Buy	189,310 +3,533	+2%	+$232K	0.87%	30
2024 Q3	$12.3M	Buy	185,777 +16	+0%	+$1.13K	0.89%	32
2024 Q2	$13.4M	Sell	185,761 -10,000	-5%	-$715K	0.9%	33
2024 Q1	$13.1M	Hold	195,761	–	–	0.87%	39
2023 Q4	$12.9M	Hold	195,761	–	–	0.91%	35
2023 Q3	$12.6M	Sell	195,761 -10,000	-5%	-$622K	0.97%	33
2023 Q2	$12.4M	Hold	205,761	–	–	1.06%	31
2023 Q1	$11.8M	Hold	205,761	–	–	1.11%	29
2022 Q4	$11.7M	Hold	205,761	–	–	1.35%	24
2022 Q3	$10.2M	Buy	+205,761	New	+$10.6M	1.26%	23

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

Van Hulzen Asset Management's SHEL Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Shell (SHEL) stake by 0.01% in Q2 2026, buying an estimated $1.04K and bringing the position to 173,215 shares worth $13.4M. The position accounts for 0.96% of the portfolio, ranked #28.

Van Hulzen Asset Management first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.1M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Van Hulzen Asset Management held 173,215 shares of Shell worth $13.4M as of Q2 2026.
Van Hulzen Asset Management bought 12 Shell shares in Q2 2026, an estimated $1.04K.
Shell made up 0.96% of Van Hulzen Asset Management's portfolio in Q2 2026, its #28 holding.
Van Hulzen Asset Management first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
Van Hulzen Asset Management's Shell position peaked at $16.1M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.