NWF Advisory Services’s Shell SHEL Stock Holding History

NWF Advisory Services’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	$293K	Buy	3,776 +60	+2%	+$5.18K	0.03%	318
2026 Q1	$346K	Sell	3,716 -1,488	-29%	-$120K	0.04%	271
2025 Q4	$382K	Buy	5,204 +53	+1%	+$3.9K	0.04%	242
2025 Q3	$369K	Buy	5,151 +929	+22%	+$66.9K	0.04%	253
2025 Q2	$297K	Buy	+4,222	New	+$283K	0.04%	298
2024 Q4	–	Sell	-3,914	Closed	-$258K	–	402
2024 Q3	$258K	Buy	3,914 +108	+3%	+$7.65K	0.04%	263
2024 Q2	$275K	Buy	3,806 +108	+3%	+$7.72K	0.04%	236
2024 Q1	$248K	Buy	3,698 +299	+9%	+$19.2K	0.04%	249
2023 Q4	$224K	Buy	+3,399	New	+$223K	0.04%	243

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

NWF Advisory Services's SHEL Position: Q2 2026 in Review

NWF Advisory Services increased its Shell (SHEL) stake by 1.6% in Q2 2026, buying an estimated $5.18K and bringing the position to 3,776 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #318.

NWF Advisory Services first reported a position in SHEL in Q4 2023 and has held it in 9 quarters since. The position peaked at $382K in Q4 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

NWF Advisory Services held 3,776 shares of Shell worth $293K as of Q2 2026.
NWF Advisory Services bought 60 Shell shares in Q2 2026, an estimated $5.18K.
Shell made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #318 holding.
NWF Advisory Services first reported a position in Shell in Q4 2023 and has held it in 9 quarters since.
NWF Advisory Services's Shell position peaked at $382K in Q4 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.