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PFG Advisors’s Shell SHEL Stock Holding History

PFG 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 		$523K Sell
6,744
-2,743
-29% -$237K 0.03% 525
2026
Q1 		$882K Buy
9,487
+1,423
+18% +$115K 0.04% 408
2025
Q4 		$593K Sell
8,064
-4,573
-36% -$337K 0.03% 489
2025
Q3 		$904K Buy
12,637
+7,376
+140% +$531K 0.04% 422
2025
Q2 		$370K Buy
5,261
+1,308
+33% +$87.7K 0.02% 477
2025
Q1 		$290K Buy
3,953
+492
+14% +$33.1K 0.02% 596
2024
Q4 		$217K Sell
3,461
-519
-13% -$34K 0.01% 653
2024
Q3 		$262K Sell
3,980
-283
-7% -$20K 0.02% 624
2024
Q2 		$308K Buy
4,263
+8
+0.2% +$572 0.02% 552
2024
Q1 		$285K Buy
4,255
+524
+14% +$33.6K 0.02% 534
2023
Q4 		$246K Buy
3,731
+318
+9% +$20.9K 0.02% 541
2023
Q3 		$220K Sell
3,413
-30
-0.9% -$1.87K 0.02% 550
2023
Q2 		$208K Buy
+3,443
New +$207K 0.02% 637

Other funds holding SHEL

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PFG Advisors's SHEL Position: Q2 2026 in Review

PFG Advisors reduced its Shell (SHEL) stake by 29% in Q2 2026, selling an estimated $237K and leaving 6,744 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #525.

PFG Advisors first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $904K in Q3 2025. 627 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • PFG Advisors held 6,744 shares of Shell worth $523K as of Q2 2026.
  • PFG Advisors sold 2,743 Shell shares in Q2 2026, an estimated $237K.
  • Shell made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #525 holding.
  • PFG Advisors first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
  • PFG Advisors's Shell position peaked at $904K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.