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MSH Capital Advisors’s Shell SHEL Stock Holding History

MSH Capital 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 		$1.15M Buy
14,774
+3,457
+31% +$298K 0.2% 115
2026
Q1 		$1.05M Buy
11,317
+967
+9% +$78.1K 0.22% 107
2025
Q4 		$761K Buy
10,350
+1,824
+21% +$134K 0.16% 143
2025
Q3 		$610K Sell
8,526
-50
-0.6% -$3.6K 0.16% 146
2025
Q2 		$604K Buy
8,576
+185
+2% +$12.4K 0.17% 138
2025
Q1 		$615K Sell
8,391
-899
-10% -$60.6K 0.19% 124
2024
Q4 		$582K Buy
9,290
+5
+0.1% +$328 0.18% 131
2024
Q3 		$612K Buy
9,285
+5
+0.1% +$354 0.19% 125
2024
Q2 		$670K Buy
9,280
+4
+0% +$286 0.22% 107
2024
Q1 		$622K Sell
9,276
-246
-3% -$15.8K 0.22% 110
2023
Q4 		$627K Buy
9,522
+67
+0.7% +$4.4K 0.23% 105
2023
Q3 		$609K Buy
9,455
+446
+5% +$27.8K 0.24% 107
2023
Q2 		$544K Hold
9,009
– – 0.2% 121
2023
Q1 		$518K Hold
9,009
– – 0.22% 112
2022
Q4 		$513K Sell
9,009
-160
-2% -$8.82K 0.23% 109
2022
Q3 		$456K Hold
9,169
– – 0.22% 109
2022
Q2 		$479K Buy
9,169
+500
+6% +$28.1K 0.22% 108
2022
Q1 		$476K Buy
+8,669
New +$460K 0.2% 115

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

MSH Capital Advisors's SHEL Position: Q2 2026 in Review

MSH Capital Advisors increased its Shell (SHEL) stake by 31% in Q2 2026, buying an estimated $298K and bringing the position to 14,774 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #115.

MSH Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • MSH Capital Advisors held 14,774 shares of Shell worth $1.15M as of Q2 2026.
  • MSH Capital Advisors bought 3,457 Shell shares in Q2 2026, an estimated $298K.
  • Shell made up 0.2% of MSH Capital Advisors's portfolio in Q2 2026, its #115 holding.
  • MSH Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.