Park Square Financial Group’s Shell SHEL Stock Holding History

Park Square Financial Group’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	$4.58K	Buy	59 +1	+2%	+$86	0.04%	129
2026 Q1	$5.39K	Sell	58 -91	-61%	-$7.35K	0.04%	149
2025 Q4	$9.33K	Buy	+149	New	+$11K	0.06%	152
2025 Q3	–	Sell	-115	Closed	-$8.1K	–	827
2025 Q2	$8.1K	Hold	115	–	–	0.01%	642
2025 Q1	$8.43K	Sell	115 -200	-63%	-$13.5K	0.01%	649
2024 Q4	$19.7K	Buy	+315	New	+$20.6K	0.01%	435

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

Park Square Financial Group's SHEL Position: Q2 2026 in Review

Park Square Financial Group increased its Shell (SHEL) stake by 1.7% in Q2 2026, buying an estimated $86 and bringing the position to 59 shares worth $4.58K. The position accounts for 0.04% of the portfolio, ranked #129.

Park Square Financial Group first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7K in Q4 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Park Square Financial Group held 59 shares of Shell worth $4.58K as of Q2 2026.
Park Square Financial Group bought 1 Shell share in Q2 2026, an estimated $86.
Shell made up 0.04% of Park Square Financial Group's portfolio in Q2 2026, its #129 holding.
Park Square Financial Group first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's Shell position peaked at $19.7K in Q4 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.