Great Valley Advisor Group’s Shell SHEL Stock Holding History

Great Valley Advisor Group’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	$2.28M	Buy	29,356 +2,558	+10%	+$221K	0.04%	368
2026 Q1	$2.49M	Buy	26,798 +2,926	+12%	+$236K	0.05%	335
2025 Q4	$1.75M	Buy	23,872 +1,127	+5%	+$83K	0.03%	369
2025 Q3	$1.63M	Buy	22,745 +2,600	+13%	+$187K	0.03%	381
2025 Q2	$1.42M	Sell	20,145 -3,645	-15%	-$244K	0.03%	384
2025 Q1	$1.74M	Sell	23,790 -48,144	-67%	-$3.24M	0.04%	336
2024 Q4	$4.51M	Buy	71,934 +4,709	+7%	+$309K	0.1%	189
2024 Q3	$4.43M	Buy	67,225 +14,854	+28%	+$1.05M	0.11%	190
2024 Q2	$3.78M	Buy	52,371 +3,363	+7%	+$240K	0.11%	205
2024 Q1	$3.29M	Buy	+49,008	New	+$3.14M	0.1%	205
2023 Q2	–	Sell	-4,595	Closed	-$265K	–	742
2023 Q1	$265K	Sell	4,595 -19,782	-81%	-$1.16M	0.01%	579
2022 Q4	$1.39M	Buy	24,377 +1,035	+4%	+$57.1K	0.07%	272
2022 Q3	$1.16M	Sell	23,342 -1,040	-4%	-$53.6K	0.07%	277
2022 Q2	$1.27M	Buy	+24,382	New	+$1.37M	0.07%	267

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

Great Valley Advisor Group's SHEL Position: Q2 2026 in Review

Great Valley Advisor Group increased its Shell (SHEL) stake by 9.5% in Q2 2026, buying an estimated $221K and bringing the position to 29,356 shares worth $2.28M. The position accounts for 0.04% of the portfolio, ranked #368.

Great Valley Advisor Group first reported a position in SHEL in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.51M in Q4 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Great Valley Advisor Group held 29,356 shares of Shell worth $2.28M as of Q2 2026.
Great Valley Advisor Group bought 2,558 Shell shares in Q2 2026, an estimated $221K.
Shell made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #368 holding.
Great Valley Advisor Group first reported a position in Shell in Q2 2022 and has held it in 14 quarters since.
Great Valley Advisor Group's Shell position peaked at $4.51M in Q4 2024.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.