Herold Advisors’s Shell SHEL Stock Holding History

Herold 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	$1.7M	Buy	21,831 +9	+0%	+$777	0.34%	83
2026 Q1	$2.03M	Buy	21,822 +7	+0%	+$566	0.45%	61
2025 Q4	$1.6M	Buy	21,815 +9	+0%	+$663	0.36%	73
2025 Q3	$1.56M	Buy	21,806 +8	+0%	+$576	0.36%	76
2025 Q2	$1.53M	Buy	21,798 +859	+4%	+$57.6K	0.32%	85
2025 Q1	$1.53M	Buy	20,939 +8	+0%	+$539	0.34%	87
2024 Q4	$1.31M	Sell	20,931 -91	-0.4%	-$5.96K	0.29%	94
2024 Q3	$1.39M	Buy	21,022 +8	+0%	+$567	0.3%	92
2024 Q2	$1.52M	Sell	21,014 -91	-0.4%	-$6.5K	0.35%	78
2024 Q1	$1.41M	Buy	21,105 +207	+1%	+$13.3K	0.34%	81
2023 Q4	$1.38M	Buy	20,898 +78	+0.4%	+$5.12K	0.38%	78
2023 Q3	$1.34M	Sell	20,820 -790	-4%	-$49.2K	0.41%	70
2023 Q2	$1.3M	Sell	21,610 -489	-2%	-$29.3K	0.4%	75
2023 Q1	$1.27M	Buy	22,099 +111	+0.5%	+$6.53K	0.44%	76
2022 Q4	$1.25M	Buy	21,988 +1,010	+5%	+$55.7K	0.53%	62
2022 Q3	$1.04M	Buy	+20,978	New	+$1.08M	0.5%	67
2022 Q2	–	Sell	-20,057	Closed	-$1.13M	–	583
2022 Q1	$1.1M	Buy	+20,057	New	+$1.06M	0.39%	80

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

Herold Advisors's SHEL Position: Q2 2026 in Review

Herold Advisors increased its Shell (SHEL) stake by 0.04% in Q2 2026, buying an estimated $777 and bringing the position to 21,831 shares worth $1.7M. The position accounts for 0.34% of the portfolio, ranked #83.

Herold Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.03M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Herold Advisors held 21,831 shares of Shell worth $1.7M as of Q2 2026.
Herold Advisors bought 9 Shell shares in Q2 2026, an estimated $777.
Shell made up 0.34% of Herold Advisors's portfolio in Q2 2026, its #83 holding.
Herold Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Herold Advisors's Shell position peaked at $2.03M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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