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

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

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. 1,532 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.
1,532 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.