JNBA Financial Advisors’s Shell SHEL Stock Holding History

JNBA Financial 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	$36.1K	Hold	465	–	–	﹤0.01%	361
2026 Q1	$43.2K	Sell	465 -152	-25%	-$12.3K	﹤0.01%	325
2025 Q4	$45.3K	Buy	617 +65	+12%	+$4.79K	﹤0.01%	320
2025 Q3	$39.5K	Buy	552 +152	+38%	+$10.9K	﹤0.01%	334
2025 Q2	$28.2K	Sell	400 -147	-27%	-$9.85K	﹤0.01%	354
2025 Q1	$40.1K	Hold	547	–	–	﹤0.01%	308
2024 Q4	$34.3K	Hold	547	–	–	﹤0.01%	322
2024 Q3	$36.1K	Buy	547 +79	+17%	+$5.59K	﹤0.01%	323
2024 Q2	$33.8K	Hold	468	–	–	﹤0.01%	324
2024 Q1	$31.4K	Hold	468	–	–	﹤0.01%	337
2023 Q4	$30.8K	Hold	468	–	–	﹤0.01%	342
2023 Q3	$30.1K	Buy	468 +13	+3%	+$809	﹤0.01%	337
2023 Q2	$27.5K	Sell	455 -127	-22%	-$7.62K	﹤0.01%	354
2023 Q1	$33.5K	Buy	582 +127	+28%	+$7.47K	﹤0.01%	329
2022 Q4	$25.9K	Hold	455	–	–	﹤0.01%	344
2022 Q3	$23K	Sell	455 -61	-12%	-$3.14K	﹤0.01%	359
2022 Q2	$27K	Sell	516 -8	-2%	-$449	﹤0.01%	355
2022 Q1	$29K	Buy	+524	New	+$27.8K	﹤0.01%	356

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

JNBA Financial Advisors's SHEL Position: Q2 2026 in Review

JNBA Financial Advisors held its Shell (SHEL) position steady in Q2 2026 at 465 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

JNBA Financial Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $45.3K in Q4 2025. 826 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

JNBA Financial Advisors held 465 shares of Shell worth $36.1K as of Q2 2026.
JNBA Financial Advisors left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #361 holding.
JNBA Financial Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
JNBA Financial Advisors's Shell position peaked at $45.3K in Q4 2025.
826 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.