55 North Private Wealth’s Shell SHEL Stock Holding History

55 North Private Wealth’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	$295K	Buy	3,798 +703	+23%	+$60.7K	0.06%	180
2026 Q1	$288K	Buy	+3,095	New	+$250K	0.07%	141

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

55 North Private Wealth's SHEL Position: Q2 2026 in Review

55 North Private Wealth increased its Shell (SHEL) stake by 23% in Q2 2026, buying an estimated $60.7K and bringing the position to 3,798 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #180.

55 North Private Wealth first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 1,520 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

55 North Private Wealth held 3,798 shares of Shell worth $295K as of Q2 2026.
55 North Private Wealth bought 703 Shell shares in Q2 2026, an estimated $60.7K.
Shell made up 0.06% of 55 North Private Wealth's portfolio in Q2 2026, its #180 holding.
55 North Private Wealth first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
1,520 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.