Palisade Asset Management’s Shell SHEL Stock Holding History

Palisade Asset Management’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	$260K	Hold	3,350	–	–	0.02%	188
2026 Q1	$312K	Hold	3,350	–	–	0.03%	170
2025 Q4	$246K	Sell	3,350 -601	-15%	-$44.3K	0.02%	179
2025 Q3	$283K	Buy	3,951 +30	+0.8%	+$2.16K	0.03%	176
2025 Q2	$276K	Hold	3,921	–	–	0.03%	176
2025 Q1	$287K	Hold	3,921	–	–	0.03%	172
2024 Q4	$246K	Hold	3,921	–	–	0.02%	186
2024 Q3	$259K	Hold	3,921	–	–	0.03%	184
2024 Q2	$283K	Hold	3,921	–	–	0.03%	178
2024 Q1	$263K	Sell	3,921 -424	-10%	-$27.2K	0.03%	181
2023 Q4	$286K	Buy	4,345 +424	+11%	+$27.8K	0.03%	177
2023 Q3	$252K	Sell	3,921 -800	-17%	-$49.8K	0.03%	171
2023 Q2	$285K	Buy	+4,721	New	+$283K	0.03%	168

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

Palisade Asset Management's SHEL Position: Q2 2026 in Review

Palisade Asset Management held its Shell (SHEL) position steady in Q2 2026 at 3,350 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #188.

Palisade Asset Management first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $312K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Palisade Asset Management held 3,350 shares of Shell worth $260K as of Q2 2026.
Palisade Asset Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Palisade Asset Management's portfolio in Q2 2026, its #188 holding.
Palisade Asset Management first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
Palisade Asset Management's Shell position peaked at $312K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.