Old Port Advisors’s Shell SHEL Stock Holding History

Old Port Advisors’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	$1.99M	Buy	25,722 +595	+2%	+$51.4K	0.39%	76
2026 Q1	$2.34M	Buy	25,127 +2,449	+11%	+$198K	0.54%	64
2025 Q4	$1.67M	Buy	22,678 +1,862	+9%	+$137K	0.41%	80
2025 Q3	$1.49M	Buy	20,816 +5,446	+35%	+$392K	0.37%	88
2025 Q2	$1.08M	Buy	15,370 +9,435	+159%	+$632K	0.3%	97
2025 Q1	$435K	Buy	5,935 +1,786	+43%	+$120K	0.13%	144
2024 Q4	$260K	Buy	4,149 +325	+8%	+$21.3K	0.07%	194
2024 Q3	$252K	Buy	3,824 +393	+11%	+$27.8K	0.07%	204
2024 Q2	$248K	Buy	+3,431	New	+$245K	0.07%	194

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

Old Port Advisors's SHEL Position: Q2 2026 in Review

Old Port Advisors increased its Shell (SHEL) stake by 2.4% in Q2 2026, buying an estimated $51.4K and bringing the position to 25,722 shares worth $1.99M. The position accounts for 0.39% of the portfolio, ranked #76.

Old Port Advisors first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Old Port Advisors held 25,722 shares of Shell worth $1.99M as of Q2 2026.
Old Port Advisors bought 595 Shell shares in Q2 2026, an estimated $51.4K.
Shell made up 0.39% of Old Port Advisors's portfolio in Q2 2026, its #76 holding.
Old Port Advisors first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Old Port Advisors's Shell position peaked at $2.34M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.