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Prime Capital Investment Advisors’s Shell SHEL Stock Holding History

Prime Capital Investment 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 		$1.45M Sell
18,673
-3,189
-15% -$275K 0.01% 445
2026
Q1 		$2.03M Sell
21,862
-382
-2% -$30.9K 0.02% 355
2025
Q4 		$1.63M Buy
22,244
+178
+0.8% +$13.1K 0.02% 381
2025
Q3 		$1.58M Buy
22,066
+3,968
+22% +$286K 0.02% 380
2025
Q2 		$1.27M Sell
18,098
-8,872
-33% -$595K 0.02% 424
2025
Q1 		$1.98M Buy
26,970
+10,424
+63% +$702K 0.02% 369
2024
Q4 		$1.04M Sell
16,546
-113
-0.7% -$7.41K 0.02% 420
2024
Q3 		$1.1M Buy
16,659
+3
+0% +$212 0.02% 420
2024
Q2 		$1.2M Sell
16,656
-972
-6% -$69.5K 0.02% 397
2024
Q1 		$1.18M Sell
17,628
-628
-3% -$40.2K 0.02% 440
2023
Q4 		$1.2M Buy
18,256
+4,437
+32% +$291K 0.02% 401
2023
Q3 		$890K Buy
13,819
+18
+0.1% +$1.12K 0.02% 362
2023
Q2 		$833K Buy
13,801
+1,686
+14% +$101K 0.02% 390
2023
Q1 		$697K Buy
12,115
+135
+1% +$7.94K 0.03% 298
2022
Q4 		$682K Buy
11,980
+1,225
+11% +$67.5K 0.03% 285
2022
Q3 		$535K Buy
10,755
+6,438
+149% +$332K 0.03% 228
2022
Q2 		$226K Buy
+4,317
New +$243K 0.01% 338

Other funds holding SHEL

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prime Capital Investment Advisors's SHEL Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Shell (SHEL) stake by 15% in Q2 2026, selling an estimated $275K and leaving 18,673 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #445.

Prime Capital Investment Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.03M in Q1 2026. 1,186 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Prime Capital Investment Advisors held 18,673 shares of Shell worth $1.45M as of Q2 2026.
  • Prime Capital Investment Advisors sold 3,189 Shell shares in Q2 2026, an estimated $275K.
  • Shell made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #445 holding.
  • Prime Capital Investment Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Prime Capital Investment Advisors's Shell position peaked at $2.03M in Q1 2026.
  • 1,186 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.