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PFG Investments’s Shell SHEL Stock Holding History

PFG Investments’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 		$1.72M Buy
22,196
+1,744
+9% +$151K 0.07% 247
2026
Q1 		$1.9M Sell
20,452
-766
-4% -$61.9K 0.09% 196
2025
Q4 		$1.56M Sell
21,218
-39
-0.2% -$2.87K 0.07% 238
2025
Q3 		$1.52M Sell
21,257
-624
-3% -$44.9K 0.08% 232
2025
Q2 		$1.54M Sell
21,881
-2,807
-11% -$188K 0.09% 212
2025
Q1 		$1.81M Sell
24,688
-220
-0.9% -$14.8K 0.12% 176
2024
Q4 		$1.56M Sell
24,908
-93
-0.4% -$6.09K 0.1% 201
2024
Q3 		$1.65M Sell
25,001
-1,722
-6% -$122K 0.11% 189
2024
Q2 		$1.93M Buy
26,723
+1,721
+7% +$123K 0.14% 148
2024
Q1 		$1.68M Buy
25,002
+15,009
+150% +$962K 0.1% 230
2023
Q4 		$658K Sell
9,993
-1,026
-9% -$67.3K 0.12% 190
2023
Q3 		$709K Buy
11,019
+618
+6% +$38.5K 0.13% 168
2023
Q2 		$628K Sell
10,401
-1,574
-13% -$94.5K 0.11% 201
2023
Q1 		$689K Buy
+11,975
New +$705K 0.14% 162

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PFG Investments's SHEL Position: Q2 2026 in Review

PFG Investments increased its Shell (SHEL) stake by 8.5% in Q2 2026, buying an estimated $151K and bringing the position to 22,196 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #247.

PFG Investments first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.93M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • PFG Investments held 22,196 shares of Shell worth $1.72M as of Q2 2026.
  • PFG Investments bought 1,744 Shell shares in Q2 2026, an estimated $151K.
  • Shell made up 0.07% of PFG Investments's portfolio in Q2 2026, its #247 holding.
  • PFG Investments first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Shell position peaked at $1.93M in Q2 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.