North Star Investment Management’s Shell SHEL Stock Holding History

North Star Investment Management’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 Q1	$450K	Buy	4,840 +13	+0.3%	+$1.05K	0.03%	395
2025 Q4	$355K	Buy	4,827 +12	+0.2%	+$884	0.02%	369
2025 Q3	$344K	Sell	4,815 -28	-0.6%	-$2.02K	0.02%	358
2025 Q2	$341K	Sell	4,843 -557	-10%	-$37.3K	0.02%	351
2025 Q1	$396K	Sell	5,400 -2,958	-35%	-$199K	0.03%	335
2024 Q4	$524K	Hold	8,358	–	–	0.04%	320
2024 Q3	$551K	Hold	8,358	–	–	0.04%	309
2024 Q2	$603K	Hold	8,358	–	–	0.04%	304
2024 Q1	$560K	Sell	8,358 -642	-7%	-$41.1K	0.04%	315
2023 Q4	$592K	Sell	9,000 -150	-2%	-$9.84K	0.05%	309
2023 Q3	$589K	Sell	9,150 -650	-7%	-$40.5K	0.05%	305
2023 Q2	$592K	Sell	9,800 -100	-1%	-$6K	0.05%	319
2023 Q1	$570K	Sell	9,900 -450	-4%	-$26.5K	0.05%	327
2022 Q4	$589K	Sell	10,350 -100	-1%	-$5.51K	0.05%	316
2022 Q3	$520K	Hold	10,450	–	–	0.05%	288
2022 Q2	$546K	Sell	10,450 -555	-5%	-$31.2K	0.05%	285
2022 Q1	$605K	Buy	+11,005	New	+$584K	0.05%	287

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

North Star Investment Management's SHEL Position: Q1 2026 in Review

North Star Investment Management increased its Shell (SHEL) stake by 0.27% in Q1 2026, buying an estimated $1.05K and bringing the position to 4,840 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #395.

North Star Investment Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $605K in Q1 2022. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

North Star Investment Management held 4,840 shares of Shell worth $450K as of Q1 2026.
North Star Investment Management bought 13 Shell shares in Q1 2026, an estimated $1.05K.
Shell made up 0.03% of North Star Investment Management's portfolio in Q1 2026, its #395 holding.
North Star Investment Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
North Star Investment Management's Shell position peaked at $605K in Q1 2022.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.