Advisors Management Group’s Shell SHEL Stock Holding History

Advisors Management Group’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	$2.28M	Sell	29,372 -378	-1%	-$32.6K	0.38%	59
2026 Q1	$2.77M	Sell	29,750 -7,194	-19%	-$581K	0.5%	56
2025 Q4	$2.71M	Sell	36,944 -102	-0.3%	-$7.51K	0.49%	55
2025 Q3	$2.65M	Sell	37,046 -1,185	-3%	-$85.3K	0.47%	59
2025 Q2	$2.69M	Sell	38,231 -479	-1%	-$32.1K	0.51%	57
2025 Q1	$2.84M	Sell	38,710 -138	-0.4%	-$9.3K	0.62%	50
2024 Q4	$2.43M	Sell	38,848 -346	-0.9%	-$22.7K	0.58%	55
2024 Q3	$2.58M	Sell	39,194 -265	-0.7%	-$18.8K	0.61%	54
2024 Q2	$2.85M	Buy	39,459 +365	+0.9%	+$26.1K	0.71%	48
2024 Q1	$2.62M	Sell	39,094 -1,452	-4%	-$93K	0.65%	51
2023 Q4	$2.67M	Sell	40,546 -381	-0.9%	-$25K	0.72%	45
2023 Q3	$2.63M	Sell	40,927 -572	-1%	-$35.6K	0.8%	43
2023 Q2	$2.51M	Sell	41,499 -1,143	-3%	-$68.6K	0.75%	46
2023 Q1	$2.45M	Sell	42,642 -1,851	-4%	-$109K	0.78%	44
2022 Q4	$2.53M	Sell	44,493 -99	-0.2%	-$5.46K	0.96%	38
2022 Q3	$2.22M	Sell	44,592 -204	-0.5%	-$10.5K	0.88%	39
2022 Q2	$2.34M	Sell	44,796 -74	-0.2%	-$4.16K	0.82%	43
2022 Q1	$2.46M	Buy	+44,870	New	+$2.38M	0.83%	42

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

Advisors Management Group's SHEL Position: Q2 2026 in Review

Advisors Management Group reduced its Shell (SHEL) stake by 1.3% in Q2 2026, selling an estimated $32.6K and leaving 29,372 shares worth $2.28M. The position accounts for 0.38% of the portfolio, ranked #59.

Advisors Management Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.85M in Q2 2024. 1,529 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Advisors Management Group held 29,372 shares of Shell worth $2.28M as of Q2 2026.
Advisors Management Group sold 378 Shell shares in Q2 2026, an estimated $32.6K.
Shell made up 0.38% of Advisors Management Group's portfolio in Q2 2026, its #59 holding.
Advisors Management Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Advisors Management Group's Shell position peaked at $2.85M in Q2 2024.
1,529 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.