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Principal Securities’s Shell SHEL Stock Holding History

Principal Securities’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 		$2.41M Buy
31,135
+7,982
+34% +$689K 0.03% 485
2026
Q1 		$2.15M Buy
23,153
+11,126
+93% +$899K 0.03% 468
2025
Q4 		$884K Buy
12,027
+243
+2% +$17.9K 0.01% 733
2025
Q3 		$843K Sell
11,784
-847
-7% -$61K 0.01% 722
2025
Q2 		$889K Sell
12,631
-8,699
-41% -$583K 0.02% 649
2025
Q1 		$1.34M Buy
21,330
+42
+0.2% +$2.83K 0.03% 460
2024
Q4 		$1.33M Buy
21,288
+3,331
+19% +$218K 0.03% 461
2024
Q3 		$1.18M Sell
17,957
-262
-1% -$18.6K 0.03% 482
2024
Q2 		$1.32M Buy
18,219
+860
+5% +$61.5K 0.04% 411
2024
Q1 		$1.16M Buy
17,359
+1,424
+9% +$91.2K 0.04% 418
2023
Q4 		$1.05M Buy
+15,935
New +$1.05M 0.04% 397

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Principal Securities's SHEL Position: Q2 2026 in Review

Principal Securities increased its Shell (SHEL) stake by 34% in Q2 2026, buying an estimated $689K and bringing the position to 31,135 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #485.

Principal Securities first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Principal Securities held 31,135 shares of Shell worth $2.41M as of Q2 2026.
  • Principal Securities bought 7,982 Shell shares in Q2 2026, an estimated $689K.
  • Shell made up 0.03% of Principal Securities's portfolio in Q2 2026, its #485 holding.
  • Principal Securities first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.