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Viewpoint Investment Partners’s Shell SHEL Stock Holding History

Viewpoint Investment Partners’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 		$783K Buy
10,100
+6,900
+216% +$596K 0.27% 53
2026
Q1 		$218K Sell
3,200
-500
-14% -$40.4K 0.1% 89
2025
Q4 		$272K Buy
+3,700
New +$273K 0.13% 50

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

Viewpoint Investment Partners's SHEL Position: Q2 2026 in Review

Viewpoint Investment Partners increased its Shell (SHEL) stake by 216% in Q2 2026, buying an estimated $596K and bringing the position to 10,100 shares worth $783K. The position accounts for 0.27% of the portfolio, ranked #53.

Viewpoint Investment Partners first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Viewpoint Investment Partners held 10,100 shares of Shell worth $783K as of Q2 2026.
  • Viewpoint Investment Partners bought 6,900 Shell shares in Q2 2026, an estimated $596K.
  • Shell made up 0.27% of Viewpoint Investment Partners's portfolio in Q2 2026, its #53 holding.
  • Viewpoint Investment Partners first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.