D.J. St. Germain’s Shell SHEL Stock Holding History

D.J. St. Germain’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	$326K	Buy	4,209 +390	+10%	+$33.7K	0.01%	267
2026 Q1	$355K	Sell	3,819 -132	-3%	-$10.7K	0.01%	251
2025 Q4	$290K	Sell	3,951 -793	-17%	-$58.4K	0.01%	268
2025 Q3	$339K	Buy	4,744 +211	+5%	+$15.2K	0.01%	257
2025 Q2	$319K	Hold	4,533	–	–	0.01%	253
2025 Q1	$332K	Hold	4,533	–	–	0.02%	237
2024 Q4	$284K	Buy	4,533 +125	+3%	+$8.19K	0.01%	259
2024 Q3	$291K	Hold	4,408	–	–	0.01%	244
2024 Q2	$318K	Hold	4,408	–	–	0.02%	233
2024 Q1	$296K	Sell	4,408 -272	-6%	-$17.4K	0.01%	240
2023 Q4	$308K	Buy	4,680 +4,172	+821%	+$274K	0.02%	230
2023 Q3	$32.7K	Sell	508 -90	-15%	-$5.6K	﹤0.01%	408
2023 Q2	$36.1K	Buy	+598	New	+$35.9K	﹤0.01%	412
2022 Q4	$13.6K	Buy	+238	New	+$13.1K	﹤0.01%	266

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

D.J. St. Germain's SHEL Position: Q2 2026 in Review

D.J. St. Germain increased its Shell (SHEL) stake by 10% in Q2 2026, buying an estimated $33.7K and bringing the position to 4,209 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #267.

D.J. St. Germain first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. The position peaked at $355K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

D.J. St. Germain held 4,209 shares of Shell worth $326K as of Q2 2026.
D.J. St. Germain bought 390 Shell shares in Q2 2026, an estimated $33.7K.
Shell made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #267 holding.
D.J. St. Germain first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
D.J. St. Germain's Shell position peaked at $355K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.