Northstar Advisory Group’s Shell SHEL Stock Holding History

Northstar Advisory Group’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 Q3	$234K	Buy	+2,462	New	+$222K	0.07%	106
2026 Q2	–	Sell	-2,462	Closed	-$229K	–	132
2026 Q1	$229K	Buy	+2,462	New	+$199K	0.09%	109
2023 Q1	–	Sell	-4,497	Closed	-$256K	–	100
2022 Q4	$256K	Hold	4,497	–	–	0.2%	82
2022 Q3	$224K	Hold	4,497	–	–	0.2%	78
2022 Q2	$235K	Hold	4,497	–	–	0.17%	71
2022 Q1	$247K	Buy	+4,497	New	+$239K	0.16%	94

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Northstar Advisory Group's SHEL Position: Q3 2026 in Review

Northstar Advisory Group opened a new position in Shell (SHEL) in Q3 2026: 2,462 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Northstar Advisory Group previously reported a position in SHEL as recently as Q1 2026.

Northstar Advisory Group first reported a position in SHEL in Q1 2022 and has held it in 6 quarters since. The position peaked at $256K in Q4 2022. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Northstar Advisory Group held 2,462 shares of Shell worth $234K as of Q3 2026.
Shell was a new Northstar Advisory Group position in Q3 2026.
Shell made up 0.07% of Northstar Advisory Group's portfolio in Q3 2026, its #106 holding.
Northstar Advisory Group first reported a position in Shell in Q1 2022 and has held it in 6 quarters since.
Northstar Advisory Group's Shell position peaked at $256K in Q4 2022.
1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.