Nalls Sherbakoff Group’s Shell SHEL Stock Holding History

Nalls Sherbakoff Group’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	$20.9K	Sell	270 -214	-44%	-$18.5K	0.01%	244
2026 Q1	$45K	Hold	484	–	–	0.03%	197
2025 Q4	$35.6K	Buy	484 +214	+79%	+$15.8K	0.03%	230
2025 Q3	$19.3K	Hold	270	–	–	0.01%	283
2025 Q2	$19K	Hold	270	–	–	0.01%	283
2025 Q1	$19.8K	Buy	+270	New	+$18.2K	0.02%	249
2023 Q4	$13.2K	Hold	200	–	–	0.01%	258
2023 Q3	$12.9K	Hold	200	–	–	0.01%	253
2023 Q2	$11.2K	Hold	200	–	–	0.01%	262
2023 Q1	$11.6K	Buy	+200	New	+$11.8K	0.01%	266

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

Nalls Sherbakoff Group's SHEL Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Shell (SHEL) stake by 44% in Q2 2026, selling an estimated $18.5K and leaving 270 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #244.

Nalls Sherbakoff Group first reported a position in SHEL in Q1 2023 and has held it in 10 quarters since. The position peaked at $45K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Nalls Sherbakoff Group held 270 shares of Shell worth $20.9K as of Q2 2026.
Nalls Sherbakoff Group sold 214 Shell shares in Q2 2026, an estimated $18.5K.
Shell made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #244 holding.
Nalls Sherbakoff Group first reported a position in Shell in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's Shell position peaked at $45K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.