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Nicholas Hoffman & Company’s Shell SHEL Stock Holding History

Nicholas Hoffman & Company’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 		$1.29M Sell
16,589
-281
-2% -$24.3K 0.03% 130
2026
Q1 		$1.57M Buy
16,870
+686
+4% +$55.4K 0.04% 100
2025
Q4 		$1.19M Sell
16,184
-202
-1% -$14.9K 0.03% 125
2025
Q3 		$1.17M Sell
16,386
-87
-0.5% -$6.26K 0.03% 128
2025
Q2 		$1.16M Buy
16,473
+4
+0% +$268 0.03% 121
2025
Q1 		$1.21M Sell
16,469
-50
-0.3% -$3.37K 0.05% 111
2024
Q4 		$1.03M Sell
16,519
-83
-0.5% -$5.44K 0.04% 118
2024
Q3 		$1.09M Sell
16,602
-170
-1% -$12K 0.05% 118
2024
Q2 		$1.21M Buy
16,772
+241
+1% +$17.2K 0.06% 104
2024
Q1 		$1.11M Sell
16,531
-129
-0.8% -$8.27K 0.06% 110
2023
Q4 		$1.1M Sell
16,660
-860
-5% -$56.4K 0.07% 110
2023
Q3 		$1.13M Sell
17,520
-100
-0.6% -$6.22K 0.08% 96
2023
Q2 		$1.06M Sell
17,620
-310
-2% -$18.6K 0.04% 110
2023
Q1 		$1.03M Sell
17,930
-126
-0.7% -$7.41K 0.09% 113
2022
Q4 		$1.03M Sell
18,056
-175
-1% -$9.65K 0.11% 114
2022
Q3 		$907K Buy
18,231
+330
+2% +$17K 0.04% 112
2022
Q2 		$936K Buy
17,901
+1,000
+6% +$56.2K 0.04% 110
2022
Q1 		$928K Buy
+16,901
New +$897K 0.04% 117

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

Nicholas Hoffman & Company's SHEL Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its Shell (SHEL) stake by 1.7% in Q2 2026, selling an estimated $24.3K and leaving 16,589 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #130.

Nicholas Hoffman & Company first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.57M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Nicholas Hoffman & Company held 16,589 shares of Shell worth $1.29M as of Q2 2026.
  • Nicholas Hoffman & Company sold 281 Shell shares in Q2 2026, an estimated $24.3K.
  • Shell made up 0.03% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #130 holding.
  • Nicholas Hoffman & Company first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Nicholas Hoffman & Company's Shell position peaked at $1.57M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.