MGO One Seven’s Shell SHEL Stock Holding History

MGO One Seven’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	$407K	Buy	5,251 +1,185	+29%	+$102K	0.01%	1071
2026 Q1	$378K	Sell	4,066 -77	-2%	-$6.22K	0.01%	1033
2025 Q4	$304K	Sell	4,143 -167	-4%	-$12.3K	0.01%	1103
2025 Q3	$308K	Buy	4,310 +541	+14%	+$39K	0.01%	1019
2025 Q2	$265K	Buy	3,769 +372	+11%	+$24.9K	0.01%	997
2025 Q1	$249K	Sell	3,397 -71	-2%	-$4.78K	0.01%	906
2024 Q4	$217K	Buy	3,468 +187	+6%	+$12.3K	0.01%	980
2024 Q3	$216K	Sell	3,281 -1,281	-28%	-$90.7K	0.01%	912
2024 Q2	$329K	Sell	4,562 -1,249	-21%	-$89.3K	0.02%	713
2024 Q1	$390K	Sell	5,811 -1,253	-18%	-$80.3K	0.02%	623
2023 Q4	$465K	Buy	7,064 +830	+13%	+$54.5K	0.03%	557
2023 Q3	$401K	Buy	6,234 +836	+15%	+$52K	0.03%	518
2023 Q2	$326K	Sell	5,398 -4,353	-45%	-$261K	0.03%	566
2023 Q1	$561K	Buy	9,751 +5,001	+105%	+$294K	0.04%	436
2022 Q4	$271K	Sell	4,750 -345	-7%	-$19K	0.03%	586
2022 Q3	$340K	Buy	5,095 +330	+7%	+$17K	0.01%	497
2022 Q2	$249K	Buy	+4,765	New	+$268K	0.03%	519

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

MGO One Seven's SHEL Position: Q2 2026 in Review

MGO One Seven increased its Shell (SHEL) stake by 29% in Q2 2026, buying an estimated $102K and bringing the position to 5,251 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #1071.

MGO One Seven first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $561K in Q1 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

MGO One Seven held 5,251 shares of Shell worth $407K as of Q2 2026.
MGO One Seven bought 1,185 Shell shares in Q2 2026, an estimated $102K.
Shell made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1071 holding.
MGO One Seven first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
MGO One Seven's Shell position peaked at $561K in Q1 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.