Csenge Advisory Group’s Shell SHEL Stock Holding History

Csenge Advisory 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	$427K	Buy	5,503 +937	+21%	+$80.9K	0.02%	510
2026 Q1	$425K	Buy	+4,566	New	+$369K	0.02%	469
2025 Q1	–	Sell	-3,432	Closed	-$215K	–	737
2024 Q4	$215K	Buy	+3,432	New	+$225K	0.01%	647
2023 Q4	–	Sell	-3,309	Closed	-$213K	–	706
2023 Q3	$213K	Buy	+3,309	New	+$206K	0.01%	578

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

Csenge Advisory Group's SHEL Position: Q2 2026 in Review

Csenge Advisory Group increased its Shell (SHEL) stake by 21% in Q2 2026, buying an estimated $80.9K and bringing the position to 5,503 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #510.

Csenge Advisory Group first reported a position in SHEL in Q3 2023 and has held it in 4 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Csenge Advisory Group held 5,503 shares of Shell worth $427K as of Q2 2026.
Csenge Advisory Group bought 937 Shell shares in Q2 2026, an estimated $80.9K.
Shell made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #510 holding.
Csenge Advisory Group first reported a position in Shell in Q3 2023 and has held it in 4 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.