Naples Global Advisors’s Shell SHEL Stock Holding History

Naples Global 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	$298K	Buy	3,837 +96	+3%	+$8.29K	0.02%	409
2026 Q1	$348K	Sell	3,741 -42	-1%	-$3.39K	0.03%	371
2025 Q4	$278K	Sell	3,783 -660	-15%	-$48.6K	0.02%	386
2025 Q3	$318K	Buy	4,443 +537	+14%	+$38.7K	0.02%	375
2025 Q2	$275K	Sell	3,906 -235	-6%	-$15.8K	0.02%	370
2025 Q1	$303K	Sell	4,141 -700	-14%	-$47.2K	0.03%	351
2024 Q4	$303K	Buy	4,841 +24	+0.5%	+$1.57K	0.03%	349
2024 Q3	$318K	Hold	4,817	–	–	0.03%	343
2024 Q2	$348K	Sell	4,817 -100	-2%	-$7.15K	0.03%	325
2024 Q1	$330K	Sell	4,917 -845	-15%	-$54.1K	0.03%	336
2023 Q4	$379K	Sell	5,762 -75	-1%	-$4.92K	0.04%	312
2023 Q3	$376K	Hold	5,837	–	–	0.05%	309
2023 Q2	$352K	Buy	5,837 +578	+11%	+$34.7K	0.04%	322
2023 Q1	$303K	Sell	5,259 -25	-0.5%	-$1.47K	0.04%	341
2022 Q4	$301K	Sell	5,284 -60	-1%	-$3.31K	0.04%	326
2022 Q3	$266K	Sell	5,344 -200	-4%	-$10.3K	0.04%	330
2022 Q2	$290K	Hold	5,544	–	–	0.04%	325
2022 Q1	$305K	Buy	+5,544	New	+$294K	0.04%	333

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

Naples Global Advisors's SHEL Position: Q2 2026 in Review

Naples Global Advisors increased its Shell (SHEL) stake by 2.6% in Q2 2026, buying an estimated $8.29K and bringing the position to 3,837 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #409.

Naples Global Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $379K in Q4 2023. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Naples Global Advisors held 3,837 shares of Shell worth $298K as of Q2 2026.
Naples Global Advisors bought 96 Shell shares in Q2 2026, an estimated $8.29K.
Shell made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #409 holding.
Naples Global Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Naples Global Advisors's Shell position peaked at $379K in Q4 2023.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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