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DSG Capital Advisors’s Shell SHEL Stock Holding History

DSG Capital 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 		$491K Hold
5,276
– – 0.08% 97
2025
Q4 		$387K Hold
5,276
– – 0.06% 102
2025
Q3 		$377K Hold
5,276
– – 0.06% 103
2025
Q2 		$371K Hold
5,276
– – 0.07% 103
2025
Q1 		$387K Hold
5,276
– – 0.08% 100
2024
Q4 		$331K Buy
+5,276
New +$346K 0.06% 101

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSG Capital Advisors's SHEL Position: Q1 2026 in Review

DSG Capital Advisors held its Shell (SHEL) position steady in Q1 2026 at 5,276 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #97.

DSG Capital Advisors first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • DSG Capital Advisors held 5,276 shares of Shell worth $491K as of Q1 2026.
  • DSG Capital Advisors left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.08% of DSG Capital Advisors's portfolio in Q1 2026, its #97 holding.
  • DSG Capital Advisors first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.