PGAM
SHEL icon

Princeton Global Asset Management’s Shell SHEL Stock Holding History

Princeton Global Asset Management’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 		$103K Buy
1,324
+77
+6% +$6.65K 0.01% 292
2026
Q1 		$116K Hold
1,247
– – 0.02% 262
2025
Q4 		$91.6K Hold
1,247
– – 0.01% 273
2025
Q3 		$89.2K Hold
1,247
– – 0.01% 257
2025
Q2 		$87.8K Hold
1,247
– – 0.02% 246
2025
Q1 		$91.3K Sell
1,247
-667
-35% -$44.9K 0.02% 234
2024
Q4 		$120K Hold
1,914
– – 0.02% 229
2024
Q3 		$126K Hold
1,914
– – 0.02% 219
2024
Q2 		$138K Hold
1,914
– – 0.03% 196
2024
Q1 		$128K Sell
1,914
-51
-3% -$3.27K 0.03% 185
2023
Q4 		$129K Buy
1,965
+718
+58% +$47.1K 0.03% 186
2023
Q3 		$80.3K Hold
1,247
– – 0.02% 207
2023
Q2 		$75.3K Hold
1,247
– – 0.02% 220
2023
Q1 		$71.7K Buy
1,247
+39
+3% +$2.29K 0.02% 224
2022
Q4 		$69K Hold
1,208
– – 0.02% 214
2022
Q3 		$60K Hold
1,208
– – 0.02% 221
2022
Q2 		$63K Hold
1,208
– – 0.02% 232
2022
Q1 		$66K Buy
+1,208
New +$64.1K 0.02% 244

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 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
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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Princeton Global Asset Management's SHEL Position: Q2 2026 in Review

Princeton Global Asset Management increased its Shell (SHEL) stake by 6.2% in Q2 2026, buying an estimated $6.65K and bringing the position to 1,324 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #292.

Princeton Global Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $138K in Q2 2024. 356 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Princeton Global Asset Management held 1,324 shares of Shell worth $103K as of Q2 2026.
  • Princeton Global Asset Management bought 77 Shell shares in Q2 2026, an estimated $6.65K.
  • Shell made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #292 holding.
  • Princeton Global Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Princeton Global Asset Management's Shell position peaked at $138K in Q2 2024.
  • 356 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.