FHA
SHEL icon

Flagship Harbor Advisors’s Shell SHEL Stock Holding History

Flagship Harbor 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 		$905K Buy
11,677
+542
+5% +$46.8K 0.03% 374
2026
Q1 		$1.04M Buy
11,135
+84
+0.8% +$6.79K 0.05% 305
2025
Q4 		$812K Sell
11,051
-3,879
-26% -$286K 0.04% 339
2025
Q3 		$1.07M Buy
14,930
+35
+0.2% +$2.52K 0.05% 304
2025
Q2 		$1.05M Sell
14,895
-203
-1% -$13.6K 0.05% 296
2025
Q1 		$1.11M Buy
15,098
+33
+0.2% +$2.22K 0.06% 265
2024
Q4 		$944K Buy
15,065
+322
+2% +$21.1K 0.05% 284
2024
Q3 		$972K Buy
14,743
+962
+7% +$68.1K 0.05% 266
2024
Q2 		$995K Buy
13,781
+2,637
+24% +$188K 0.06% 261
2024
Q1 		$747K Sell
11,144
-61
-0.5% -$3.91K 0.05% 292
2023
Q4 		$737K Sell
11,205
-38
-0.3% -$2.49K 0.05% 275
2023
Q3 		$724K Buy
11,243
+34
+0.3% +$2.12K 0.06% 252
2023
Q2 		$677K Sell
11,209
-48
-0.4% -$2.88K 0.06% 274
2023
Q1 		$648K Buy
11,257
+3,347
+42% +$197K 0.06% 302
2022
Q4 		$450K Buy
7,910
+614
+8% +$33.8K 0.05% 360
2022
Q3 		$363K Buy
7,296
+1,400
+24% +$72.1K 0.04% 382
2022
Q2 		$308K Buy
+5,896
New +$331K 0.03% 451

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

Flagship Harbor Advisors's SHEL Position: Q2 2026 in Review

Flagship Harbor Advisors increased its Shell (SHEL) stake by 4.9% in Q2 2026, buying an estimated $46.8K and bringing the position to 11,677 shares worth $905K. The position accounts for 0.03% of the portfolio, ranked #374.

Flagship Harbor Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.11M in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Flagship Harbor Advisors held 11,677 shares of Shell worth $905K as of Q2 2026.
  • Flagship Harbor Advisors bought 542 Shell shares in Q2 2026, an estimated $46.8K.
  • Shell made up 0.03% of Flagship Harbor Advisors's portfolio in Q2 2026, its #374 holding.
  • Flagship Harbor Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Flagship Harbor Advisors's Shell position peaked at $1.11M in Q1 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.