Principal Street Partners’s Shell SHEL Stock Holding History

Principal Street Partners’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	$257K	Hold	3,308	–	–	0.04%	216
2026 Q1	$308K	Hold	3,308	–	–	0.05%	167
2025 Q4	$243K	Sell	3,308 -2,708	-45%	-$199K	0.04%	198
2025 Q3	$430K	Sell	6,016 -11,096	-65%	-$799K	0.07%	151
2025 Q2	$1.2M	Buy	17,112 +11,395	+199%	+$764K	0.12%	107
2025 Q1	$419K	Hold	5,717	–	–	0.08%	140
2024 Q4	$358K	Sell	5,717 -4,986	-47%	-$327K	0.07%	146
2024 Q3	$772K	Buy	10,703 +5,281	+97%	+$374K	0.13%	95
2024 Q2	$391K	Hold	5,422	–	–	0.07%	153
2024 Q1	$401K	Buy	5,422 +141	+3%	+$9.04K	0.08%	152
2023 Q4	$347K	Sell	5,281 -5,281	-50%	-$347K	0.08%	150
2023 Q3	$680K	Buy	10,562 +5,281	+100%	+$329K	0.13%	112
2023 Q2	$319K	Hold	5,281	–	–	0.08%	168
2023 Q1	$304K	Hold	5,281	–	–	0.08%	171
2022 Q4	$301K	Sell	5,281 -293	-5%	-$16.2K	0.08%	173
2022 Q3	$277K	Hold	5,574	–	–	0.07%	166
2022 Q2	$291K	Hold	5,574	–	–	0.08%	166
2022 Q1	$306K	Buy	+5,574	New	+$296K	0.07%	181

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

Principal Street Partners's SHEL Position: Q2 2026 in Review

Principal Street Partners held its Shell (SHEL) position steady in Q2 2026 at 3,308 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #216.

Principal Street Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.2M in Q2 2025. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Principal Street Partners held 3,308 shares of Shell worth $257K as of Q2 2026.
Principal Street Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.04% of Principal Street Partners's portfolio in Q2 2026, its #216 holding.
Principal Street Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Principal Street Partners's Shell position peaked at $1.2M in Q2 2025.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.