ZEGA Investments’s Shell SHEL Stock Holding History

ZEGA Investments’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	–	Sell	-2,000	Closed	-$186K	–	354
2026 Q1	$186K	Buy	+2,000	New	+$162K	0.02%	265

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

ZEGA Investments's SHEL Position: Q2 2026 in Review

ZEGA Investments sold out of Shell (SHEL) in Q2 2026, closing a stake of 3,126 shares — an estimated $291K sold.

ZEGA Investments first reported a position in SHEL in Q4 2024 and held it in 6 quarters. The position peaked at $291K in Q1 2026. 826 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

ZEGA Investments reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
ZEGA Investments sold 3,126 Shell shares in Q2 2026, an estimated $291K.
ZEGA Investments first reported a position in Shell in Q4 2024 and held it in 6 quarters.
ZEGA Investments's Shell position peaked at $291K in Q1 2026.
826 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.