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Northstar Financial Companies’s Shell SHEL Stock Holding History

Northstar Financial Companies’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
-2,445
Closed -$227K – 122
2026
Q1 		$227K Sell
2,445
-398
-14% -$32.2K 0.18% 102
2025
Q4 		$209K Sell
2,843
-3,496
-55% -$258K 0.17% 113
2025
Q3 		$453K Buy
6,339
+130
+2% +$9.36K 0.42% 56
2025
Q2 		$437K Sell
6,209
-1,503
-19% -$101K 0.45% 54
2025
Q1 		$565K Buy
7,712
+7
+0.1% +$472 0.61% 42
2024
Q4 		$483K Buy
+7,705
New +$505K 0.46% 50

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northstar Financial Companies's SHEL Position: Q2 2026 in Review

Northstar Financial Companies sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,445 shares — an estimated $227K sold.

Northstar Financial Companies first reported a position in SHEL in Q4 2024 and held it in 6 quarters. The position peaked at $565K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Northstar Financial Companies reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Northstar Financial Companies sold 2,445 Shell shares in Q2 2026, an estimated $227K.
  • Northstar Financial Companies first reported a position in Shell in Q4 2024 and held it in 6 quarters.
  • Northstar Financial Companies's Shell position peaked at $565K in Q1 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.