Plan Group Financial’s Shell SHEL Stock Holding History

Plan Group Financial’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	$289K	Sell	3,722 -1,184	-24%	-$102K	0.06%	178
2026 Q1	$456K	Buy	4,906 +2	+0%	+$162	0.11%	133
2025 Q4	$360K	Hold	4,904	–	–	0.09%	132
2025 Q3	$351K	Buy	4,904 +423	+9%	+$30.5K	0.09%	135
2025 Q2	$315K	Hold	4,481	–	–	0.1%	127
2025 Q1	$328K	Buy	4,481 +580	+15%	+$39.1K	0.12%	115
2024 Q4	$244K	Hold	3,901	–	–	0.13%	99
2024 Q3	$257K	Buy	3,901 +1,000	+34%	+$70.8K	0.14%	96
2024 Q2	$209K	Buy	+2,901	New	+$207K	0.13%	90
2023 Q4	–	Sell	-3,165	Closed	-$204K	–	78
2023 Q3	$204K	Buy	+3,165	New	+$197K	0.15%	68

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

Plan Group Financial's SHEL Position: Q2 2026 in Review

Plan Group Financial reduced its Shell (SHEL) stake by 24% in Q2 2026, selling an estimated $102K and leaving 3,722 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #178.

Plan Group Financial first reported a position in SHEL in Q3 2023 and has held it in 10 quarters since. The position peaked at $456K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Plan Group Financial held 3,722 shares of Shell worth $289K as of Q2 2026.
Plan Group Financial sold 1,184 Shell shares in Q2 2026, an estimated $102K.
Shell made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #178 holding.
Plan Group Financial first reported a position in Shell in Q3 2023 and has held it in 10 quarters since.
Plan Group Financial's Shell position peaked at $456K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.