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NBC Securities’s Shell SHEL Stock Holding History

NBC Securities’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 		$714K Sell
9,206
-235
-2% -$20.3K 0.05% 400
2026
Q1 		$878K Sell
9,441
-111
-1% -$8.97K 0.07% 314
2025
Q4 		$702K Buy
9,552
+176
+2% +$13K 0.05% 377
2025
Q3 		$671K Sell
9,376
-425
-4% -$30.6K 0.05% 391
2025
Q2 		$690K Sell
9,801
-187
-2% -$12.5K 0.06% 377
2025
Q1 		$731K Buy
9,988
+9,979
+110,878% +$672K 0.06% 324
2024
Q4 		$589 Sell
9
-9,666
-100% -$633K 0.05% 395
2024
Q3 		$638K Sell
9,675
-157
-2% -$11.1K 0.05% 381
2024
Q2 		$709K Sell
9,832
-228
-2% -$16.3K 0.06% 323
2024
Q1 		$674K Buy
10,060
+329
+3% +$21.1K 0.06% 349
2023
Q4 		$640K Sell
9,731
-1,304
-12% -$85.6K 0.06% 331
2023
Q3 		$710K Buy
+11,035
New +$687K 0.08% 272

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

NBC Securities's SHEL Position: Q2 2026 in Review

NBC Securities reduced its Shell (SHEL) stake by 2.5% in Q2 2026, selling an estimated $20.3K and leaving 9,206 shares worth $714K. The position accounts for 0.05% of the portfolio, ranked #400.

NBC Securities first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $878K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • NBC Securities held 9,206 shares of Shell worth $714K as of Q2 2026.
  • NBC Securities sold 235 Shell shares in Q2 2026, an estimated $20.3K.
  • Shell made up 0.05% of NBC Securities's portfolio in Q2 2026, its #400 holding.
  • NBC Securities first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Shell position peaked at $878K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.