Patriot Financial Group Insurance Agency’s Shell SHEL Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-2,740	Closed	-$255K	–	662
2026 Q1	$255K	Buy	+2,740	New	+$221K	0.01%	608
2022 Q3	–	Sell	-1,527	Closed	-$80K	–	1683
2022 Q2	$80K	Sell	1,527 -289	-16%	-$16.2K	0.02%	602
2022 Q1	$100K	Buy	+1,816	New	+$96.4K	0.02%	588

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

Patriot Financial Group Insurance Agency's SHEL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,740 shares — an estimated $255K sold.

Patriot Financial Group Insurance Agency first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $255K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,740 Shell shares in Q2 2026, an estimated $255K.
Patriot Financial Group Insurance Agency first reported a position in Shell in Q1 2022 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Shell position peaked at $255K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.