Napier Financial’s Shell SHEL Stock Holding History

Napier Financial’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	$28.1K	Sell	363 -26	-7%	-$2.24K	0.01%	257
2026 Q1	$36.1K	Buy	+389	New	+$31.4K	0.01%	234

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

Napier Financial's SHEL Position: Q2 2026 in Review

Napier Financial reduced its Shell (SHEL) stake by 6.7% in Q2 2026, selling an estimated $2.24K and leaving 363 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #257.

Napier Financial first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $36.1K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Napier Financial held 363 shares of Shell worth $28.1K as of Q2 2026.
Napier Financial sold 26 Shell shares in Q2 2026, an estimated $2.24K.
Shell made up 0.01% of Napier Financial's portfolio in Q2 2026, its #257 holding.
Napier Financial first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
Napier Financial's Shell position peaked at $36.1K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.