AG
SHEL icon

Advocate Group’s Shell SHEL Stock Holding History

Advocate 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 		$4.95M Sell
63,858
-2,778
-4% -$240K 0.74% 53
2026
Q1 		$6.2M Sell
66,636
-189
-0.3% -$15.3K 0.97% 43
2025
Q4 		$4.91M Sell
66,825
-1,075
-2% -$79.2K 0.79% 52
2025
Q3 		$4.86M Sell
67,900
-1,076
-2% -$77.5K 0.8% 50
2025
Q2 		$4.86M Sell
68,976
-576
-0.8% -$38.6K 0.87% 50
2025
Q1 		$5.1M Buy
69,552
+247
+0.4% +$16.6K 0.93% 48
2024
Q4 		$4.34M Buy
69,305
+1,385
+2% +$90.8K 0.82% 51
2024
Q3 		$4.48M Buy
67,920
+1,354
+2% +$95.9K 0.81% 56
2024
Q2 		$4.8M Buy
66,566
+971
+1% +$69.4K 0.97% 46
2024
Q1 		$4.4M Sell
65,595
-2,427
-4% -$156K 0.87% 49
2023
Q4 		$4.48M Sell
68,022
-4,606
-6% -$302K 0.96% 47
2023
Q3 		$4.68M Buy
72,628
+23
+0% +$1.43K 1.08% 40
2023
Q2 		$4.38M Sell
72,605
-1,640
-2% -$98.4K 0.96% 48
2023
Q1 		$4.27M Sell
74,245
-49
-0.1% -$2.88K 0.93% 47
2022
Q4 		$4.23M Buy
74,294
+9,761
+15% +$538K 0.91% 48
2022
Q3 		$3.21M Buy
64,533
+7,170
+12% +$369K 0.79% 50
2022
Q2 		$3M Buy
+57,363
New +$3.22M 0.7% 54

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

Advocate Group's SHEL Position: Q2 2026 in Review

Advocate Group reduced its Shell (SHEL) stake by 4.2% in Q2 2026, selling an estimated $240K and leaving 63,858 shares worth $4.95M. The position accounts for 0.74% of the portfolio, ranked #53.

Advocate Group first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.2M in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Advocate Group held 63,858 shares of Shell worth $4.95M as of Q2 2026.
  • Advocate Group sold 2,778 Shell shares in Q2 2026, an estimated $240K.
  • Shell made up 0.74% of Advocate Group's portfolio in Q2 2026, its #53 holding.
  • Advocate Group first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Shell position peaked at $6.2M in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.