Insigneo Advisory Services’s Shell SHEL Stock Holding History

Insigneo Advisory Services’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	$2.56M	Buy	33,062 +6,936	+27%	+$599K	0.1%	160
2026 Q1	$2.43M	Sell	26,126 -355	-1%	-$28.7K	0.17%	112
2025 Q4	$1.95M	Buy	26,481 +1,727	+7%	+$127K	0.14%	123
2025 Q3	$1.77M	Sell	24,754 -1,018	-4%	-$73.3K	0.12%	133
2025 Q2	$1.81M	Buy	25,772 +63	+0.2%	+$4.22K	0.16%	122
2025 Q1	$1.88M	Sell	25,709 -704	-3%	-$47.4K	0.19%	102
2024 Q4	$1.65M	Sell	26,413 -4,129	-14%	-$271K	0.17%	110
2024 Q3	$2.01M	Buy	30,542 +7,237	+31%	+$513K	0.2%	105
2024 Q2	$1.63M	Sell	23,305 -14,706	-39%	-$1.05M	0.18%	115
2024 Q1	$2.55M	Buy	38,011 +29	+0.1%	+$1.86K	0.3%	62
2023 Q4	$2.5M	Buy	37,982 +7,919	+26%	+$520K	0.35%	59
2023 Q3	$1.94M	Buy	30,063 +2,971	+11%	+$185K	0.39%	51
2023 Q2	$1.64M	Buy	27,092 +2,862	+12%	+$172K	0.31%	65
2023 Q1	$1.4M	Buy	+24,230	New	+$1.43M	0.44%	45

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

Insigneo Advisory Services's SHEL Position: Q2 2026 in Review

Insigneo Advisory Services increased its Shell (SHEL) stake by 27% in Q2 2026, buying an estimated $599K and bringing the position to 33,062 shares worth $2.56M. The position accounts for 0.1% of the portfolio, ranked #160.

Insigneo Advisory Services first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Insigneo Advisory Services held 33,062 shares of Shell worth $2.56M as of Q2 2026.
Insigneo Advisory Services bought 6,936 Shell shares in Q2 2026, an estimated $599K.
Shell made up 0.1% of Insigneo Advisory Services's portfolio in Q2 2026, its #160 holding.
Insigneo Advisory Services first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.