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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Old Port Advisors's SHEL Position: Q1 2026 in Review

Old Port Advisors increased its Shell (SHEL) stake by 11% in Q1 2026, buying an estimated $198K and bringing the position to 25,127 shares worth $2.34M. The position accounts for 0.54% of the portfolio, ranked #64.

Old Port Advisors first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Old Port Advisors held 25,127 shares of Shell worth $2.34M as of Q1 2026.
  • Old Port Advisors bought 2,449 Shell shares in Q1 2026, an estimated $198K.
  • Shell made up 0.54% of Old Port Advisors's portfolio in Q1 2026, its #64 holding.
  • Old Port Advisors first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.