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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
2022
Q3 		– Sell
-20,068
Closed -$1.05M – 196
2022
Q2 		$1.05M Buy
+20,068
New +$1.13M 0.47% 72

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

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.