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Vista Investment Partners II’s Shell SHEL Stock Holding History

Vista Investment Partners II’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 		$354K Buy
4,566
+9
+0.2% +$777 0.14% 119
2026
Q1 		$424K Buy
4,557
+7
+0.2% +$566 0.19% 101
2025
Q4 		$334K Buy
4,550
+8
+0.2% +$589 0.14% 111
2025
Q3 		$325K Buy
4,542
+8
+0.2% +$576 0.15% 107
2025
Q2 		$319K Buy
4,534
+9
+0.2% +$603 0.15% 104
2025
Q1 		$332K Buy
4,525
+8
+0.2% +$539 0.18% 97
2024
Q4 		$283K Buy
+4,517
New +$296K 0.17% 100

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Vista Investment Partners II's SHEL Position: Q2 2026 in Review

Vista Investment Partners II increased its Shell (SHEL) stake by 0.2% in Q2 2026, buying an estimated $777 and bringing the position to 4,566 shares worth $354K. The position accounts for 0.14% of the portfolio, ranked #119.

Vista Investment Partners II first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q1 2026. 735 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Vista Investment Partners II held 4,566 shares of Shell worth $354K as of Q2 2026.
  • Vista Investment Partners II bought 9 Shell shares in Q2 2026, an estimated $777.
  • Shell made up 0.14% of Vista Investment Partners II's portfolio in Q2 2026, its #119 holding.
  • Vista Investment Partners II first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Vista Investment Partners II's Shell position peaked at $424K in Q1 2026.
  • 735 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.