Northside Capital Management’s Shell SHEL Stock Holding History

Northside Capital 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 Q2	$332K	Sell	4,285 -225	-5%	-$19.4K	0.03%	158
2026 Q1	$419K	Buy	4,510 +500	+12%	+$40.4K	0.04%	144
2025 Q4	$295K	Hold	4,010	–	–	0.03%	162
2025 Q3	$287K	Hold	4,010	–	–	0.03%	169
2025 Q2	$282K	Buy	+4,010	New	+$269K	0.02%	162

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

Northside Capital Management's SHEL Position: Q2 2026 in Review

Northside Capital Management reduced its Shell (SHEL) stake by 5% in Q2 2026, selling an estimated $19.4K and leaving 4,285 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #158.

Northside Capital Management first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $419K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Northside Capital Management held 4,285 shares of Shell worth $332K as of Q2 2026.
Northside Capital Management sold 225 Shell shares in Q2 2026, an estimated $19.4K.
Shell made up 0.03% of Northside Capital Management's portfolio in Q2 2026, its #158 holding.
Northside Capital Management first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
Northside Capital Management's Shell position peaked at $419K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.