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Eagle Global Advisors’s Shell SHEL Stock Holding History

Eagle Global 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 		$7.99M Buy
103,040
+657
+0.6% +$56.7K 0.26% 74
2026
Q1 		$9.52M Buy
102,383
+260
+0.3% +$21K 0.34% 63
2025
Q4 		$7.5M Buy
102,123
+1,919
+2% +$141K 0.28% 73
2025
Q3 		$7.17M Buy
100,204
+415
+0.4% +$29.9K 0.27% 77
2025
Q2 		$7.03M Buy
99,789
+730
+0.7% +$48.9K 0.28% 75
2025
Q1 		$7.26M Sell
99,059
-1,296
-1% -$87.3K 0.3% 72
2024
Q4 		$6.29M Sell
100,355
-475
-0.5% -$31.1K 0.26% 82
2024
Q3 		$6.65M Sell
100,830
-23,445
-19% -$1.66M 0.33% 69
2024
Q2 		$8.97M Buy
124,275
+4,080
+3% +$292K 0.47% 58
2024
Q1 		$8.06M Buy
120,195
+638
+0.5% +$40.9K 0.45% 61
2023
Q4 		$7.87M Buy
119,557
+463
+0.4% +$30.4K 0.48% 58
2023
Q3 		$7.67M Buy
119,094
+144
+0.1% +$8.96K 0.5% 58
2023
Q2 		$7.18M Buy
118,950
+4,923
+4% +$295K 0.47% 57
2023
Q1 		$6.56M Sell
114,027
-442
-0.4% -$26K 0.44% 61
2022
Q4 		$6.52M Sell
114,469
-1,152
-1% -$63.5K 0.45% 58
2022
Q3 		$5.75M Sell
115,621
-3,384
-3% -$174K 0.43% 62
2022
Q2 		$6.22M Buy
119,005
+12,238
+11% +$688K 0.46% 62
2022
Q1 		$5.87M Buy
+106,767
New +$5.67M 0.36% 72

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Eagle Global Advisors's SHEL Position: Q2 2026 in Review

Eagle Global Advisors increased its Shell (SHEL) stake by 0.64% in Q2 2026, buying an estimated $56.7K and bringing the position to 103,040 shares worth $7.99M. The position accounts for 0.26% of the portfolio, ranked #74.

Eagle Global Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.52M in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Eagle Global Advisors held 103,040 shares of Shell worth $7.99M as of Q2 2026.
  • Eagle Global Advisors bought 657 Shell shares in Q2 2026, an estimated $56.7K.
  • Shell made up 0.26% of Eagle Global Advisors's portfolio in Q2 2026, its #74 holding.
  • Eagle Global Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Eagle Global Advisors's Shell position peaked at $9.52M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.