Continental Advisors’s Shell SHEL Stock Holding History

Continental Advisors’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 Q1	$1.72M	Sell	18,520 -18,000	-49%	-$1.45M	0.88%	37
2025 Q4	$2.68M	Hold	36,520	–	–	1.13%	31
2025 Q3	$2.61M	Hold	36,520	–	–	1.13%	31
2025 Q2	$2.57M	Hold	36,520	–	–	1.2%	28
2025 Q1	$2.68M	Hold	36,520	–	–	1.5%	25
2024 Q4	$2.29M	Hold	36,520	–	–	1.05%	27
2024 Q3	$2.41M	Hold	36,520	–	–	1.16%	29
2024 Q2	$2.64M	Sell	36,520 -4,000	-10%	-$286K	1.16%	31
2024 Q1	$2.72M	Sell	40,520 -2,000	-5%	-$128K	1.1%	29
2023 Q4	$2.8M	Sell	42,520 -9,000	-17%	-$591K	1.09%	29
2023 Q3	$3.32M	Sell	51,520 -3,500	-6%	-$218K	1.77%	22
2023 Q2	$3.32M	Hold	55,020	–	–	1.5%	21
2023 Q1	$3.17M	Hold	55,020	–	–	1.69%	22
2022 Q4	$3.13M	Hold	55,020	–	–	1.64%	24
2022 Q3	$2.74M	Hold	55,020	–	–	1.61%	26
2022 Q2	$2.88M	Buy	+55,020	New	+$3.09M	1.73%	20

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Continental Advisors's SHEL Position: Q1 2026 in Review

Continental Advisors reduced its Shell (SHEL) stake by 49% in Q1 2026, selling an estimated $1.45M and leaving 18,520 shares worth $1.72M. The position accounts for 0.88% of the portfolio, ranked #37.

Continental Advisors first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.32M in Q2 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Continental Advisors held 18,520 shares of Shell worth $1.72M as of Q1 2026.
Continental Advisors sold 18,000 Shell shares in Q1 2026, an estimated $1.45M.
Shell made up 0.88% of Continental Advisors's portfolio in Q1 2026, its #37 holding.
Continental Advisors first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
Continental Advisors's Shell position peaked at $3.32M in Q2 2023.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Continental Advisors's 13F filing for Q1 2026, filed 15 May 2026.