Nisa Investment Advisors’s Shell SHEL Stock Holding History

Nisa Investment 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	$198K	Buy	2,556 +94	+4%	+$8.11K	﹤0.01%	1252
2026 Q1	$229K	Buy	2,462 +101	+4%	+$8.16K	﹤0.01%	1171
2025 Q4	$173K	Buy	2,361 +108	+5%	+$7.96K	﹤0.01%	1264
2025 Q3	$161K	Sell	2,253 -21	-0.9%	-$1.51K	﹤0.01%	1303
2025 Q2	$160K	Sell	2,274 -865	-28%	-$58K	﹤0.01%	1279
2025 Q1	$230K	Buy	3,139 +1,000	+47%	+$67.4K	﹤0.01%	1197
2024 Q4	$134K	Buy	2,139 +200	+10%	+$13.1K	﹤0.01%	1393
2024 Q3	$128K	Hold	1,939	–	–	﹤0.01%	1376
2024 Q2	$140K	Buy	1,939 +1,330	+218%	+$95.1K	﹤0.01%	1396
2024 Q1	$40.8K	Hold	609	–	–	﹤0.01%	1705
2023 Q4	$40.1K	Hold	609	–	–	﹤0.01%	1691
2023 Q3	$39.2K	Hold	609	–	–	﹤0.01%	1801
2023 Q2	$36.8K	Buy	609 +282	+86%	+$16.9K	﹤0.01%	1859
2023 Q1	$19K	Hold	327	–	–	﹤0.01%	2027
2022 Q4	$19K	Hold	327	–	–	﹤0.01%	2074
2022 Q3	$16K	Hold	327	–	–	﹤0.01%	2104
2022 Q2	$17K	Sell	327 -10	-3%	-$562	﹤0.01%	2089
2022 Q1	$19K	Buy	+337	New	+$17.9K	﹤0.01%	2061

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

Nisa Investment Advisors's SHEL Position: Q2 2026 in Review

Nisa Investment Advisors increased its Shell (SHEL) stake by 3.8% in Q2 2026, buying an estimated $8.11K and bringing the position to 2,556 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Nisa Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $230K in Q1 2025. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Nisa Investment Advisors held 2,556 shares of Shell worth $198K as of Q2 2026.
Nisa Investment Advisors bought 94 Shell shares in Q2 2026, an estimated $8.11K.
Shell made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1252 holding.
Nisa Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Nisa Investment Advisors's Shell position peaked at $230K in Q1 2025.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.