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 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

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Northstar Advisory Group's SHEL Position: Q2 2026 in Review

Northstar Advisory Group sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,462 shares — an estimated $229K sold.

Northstar Advisory Group first reported a position in SHEL in Q1 2022 and held it in 5 quarters. The position peaked at $256K in Q4 2022. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Northstar Advisory Group reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Northstar Advisory Group sold 2,462 Shell shares in Q2 2026, an estimated $229K.
Northstar Advisory Group first reported a position in Shell in Q1 2022 and held it in 5 quarters.
Northstar Advisory Group's Shell position peaked at $256K in Q4 2022.
676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.