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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
Q2 		$446K Buy
5,284
+8
+0.2% +$691 0.06% 94
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 $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

DSG Capital Advisors's SHEL Position: Q2 2026 in Review

DSG Capital Advisors increased its Shell (SHEL) stake by 0.15% in Q2 2026, buying an estimated $691 and bringing the position to 5,284 shares worth $446K. The position accounts for 0.06% of the portfolio, ranked #94.

DSG Capital Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $491K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • DSG Capital Advisors held 5,284 shares of Shell worth $446K as of Q2 2026.
  • DSG Capital Advisors bought 8 Shell shares in Q2 2026, an estimated $691.
  • Shell made up 0.06% of DSG Capital Advisors's portfolio in Q2 2026, its #94 holding.
  • DSG Capital Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • DSG Capital Advisors's Shell position peaked at $491K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.