PFS Partners’s Shell SHEL Stock Holding History

PFS Partners’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	$414K	Buy	5,344 +50	+0.9%	+$4.32K	0.17%	60
2026 Q1	$492K	Buy	5,294 +38	+0.7%	+$3.07K	0.23%	44
2025 Q4	$386K	Buy	5,256 +48	+0.9%	+$3.54K	0.18%	50
2025 Q3	$373K	Buy	5,208 +48	+0.9%	+$3.46K	0.18%	48
2025 Q2	$363K	Buy	5,160 +48	+0.9%	+$3.22K	0.18%	44
2025 Q1	$375K	Buy	5,112 +46	+0.9%	+$3.1K	0.2%	43
2024 Q4	$317K	Buy	5,066 +53	+1%	+$3.47K	0.17%	49
2024 Q3	$331K	Buy	5,013 +45	+0.9%	+$3.19K	0.19%	44
2024 Q2	$359K	Buy	4,968 +44	+0.9%	+$3.15K	0.22%	38
2024 Q1	$330K	Buy	4,924 +46	+0.9%	+$2.95K	0.22%	38
2023 Q4	$321K	Buy	4,878 +4,500	+1,190%	+$295K	0.22%	37
2023 Q3	$24.3K	Hold	378	–	–	0.02%	163
2023 Q2	$22.8K	Hold	378	–	–	0.02%	179
2023 Q1	$21.8K	Hold	378	–	–	0.02%	157
2022 Q4	$21.5K	Hold	378	–	–	0.02%	145
2022 Q3	$18.8K	Sell	378 -50	-12%	-$2.58K	0.02%	149
2022 Q2	$22.4K	Hold	428	–	–	0.02%	141
2022 Q1	$23.5K	Buy	+428	New	+$22.7K	0.02%	149

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

PFS Partners's SHEL Position: Q2 2026 in Review

PFS Partners increased its Shell (SHEL) stake by 0.94% in Q2 2026, buying an estimated $4.32K and bringing the position to 5,344 shares worth $414K. The position accounts for 0.17% of the portfolio, ranked #60.

PFS Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $492K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

PFS Partners held 5,344 shares of Shell worth $414K as of Q2 2026.
PFS Partners bought 50 Shell shares in Q2 2026, an estimated $4.32K.
Shell made up 0.17% of PFS Partners's portfolio in Q2 2026, its #60 holding.
PFS Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
PFS Partners's Shell position peaked at $492K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.