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 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 $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Great Valley Advisor Group's SHEL Position: Q1 2026 in Review

Great Valley Advisor Group increased its Shell (SHEL) stake by 12% in Q1 2026, buying an estimated $236K and bringing the position to 26,798 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #335.

Great Valley Advisor Group first reported a position in SHEL in Q2 2022 and has held it in 13 quarters since. The position peaked at $4.51M in Q4 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Great Valley Advisor Group held 26,798 shares of Shell worth $2.49M as of Q1 2026.
Great Valley Advisor Group bought 2,926 Shell shares in Q1 2026, an estimated $236K.
Shell made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #335 holding.
Great Valley Advisor Group first reported a position in Shell in Q2 2022 and has held it in 13 quarters since.
Great Valley Advisor Group's Shell position peaked at $4.51M in Q4 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.