Gladstone Institutional Advisory’s Shell SHEL Stock Holding History

Gladstone Institutional Advisory’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	–	Sell	-2,152	Closed	-$200K	–	921
2026 Q1	$200K	Buy	+2,152	New	+$174K	0.01%	799
2025 Q2	–	Sell	-2,997	Closed	-$220K	–	782
2025 Q1	$220K	Buy	+2,997	New	+$202K	0.01%	669
2024 Q4	–	Sell	-3,049	Closed	-$201K	–	735
2024 Q3	$201K	Buy	3,049 +9	+0.3%	+$637	0.01%	658
2024 Q2	$219K	Buy	+3,040	New	+$217K	0.01%	607
2024 Q1	–	Sell	-3,441	Closed	-$226K	–	705
2023 Q4	$226K	Sell	3,441 -1,308	-28%	-$85.8K	0.01%	597
2023 Q3	$306K	Buy	4,749 +1,070	+29%	+$66.6K	0.02%	488
2023 Q2	$222K	Sell	3,679 -285	-7%	-$17.1K	0.01%	581
2023 Q1	$228K	Sell	3,964 -971	-20%	-$57.1K	0.01%	588
2022 Q4	$281K	Buy	4,935 +658	+15%	+$36.3K	0.02%	511
2022 Q3	$213K	Buy	4,277 +337	+9%	+$17.4K	0.02%	569
2022 Q2	$206K	Buy	+3,940	New	+$221K	0.02%	601

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

Gladstone Institutional Advisory's SHEL Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,152 shares — an estimated $200K sold.

Gladstone Institutional Advisory first reported a position in SHEL in Q2 2022 and held it in 11 quarters. The position peaked at $306K in Q3 2023. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Gladstone Institutional Advisory reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 2,152 Shell shares in Q2 2026, an estimated $200K.
Gladstone Institutional Advisory first reported a position in Shell in Q2 2022 and held it in 11 quarters.
Gladstone Institutional Advisory's Shell position peaked at $306K in Q3 2023.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.