Principle Wealth Partners’s Shell SHEL Stock Holding History

Principle Wealth 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	$619K	Buy	7,979 +339	+4%	+$29.3K	0.03%	227
2026 Q1	$710K	Sell	7,640 -360	-5%	-$29.1K	0.04%	202
2025 Q4	$588K	Buy	8,000 +346	+5%	+$25.5K	0.03%	222
2025 Q3	$547K	Buy	7,654 +589	+8%	+$42.4K	0.03%	225
2025 Q2	$497K	Hold	7,065	–	–	0.03%	231
2025 Q1	$518K	Hold	7,065	–	–	0.04%	221
2024 Q4	$443K	Buy	7,065 +200	+3%	+$13.1K	0.03%	232
2024 Q3	$453K	Buy	6,865 +200	+3%	+$14.2K	0.03%	241
2024 Q2	$481K	Buy	6,665 +331	+5%	+$23.7K	0.04%	225
2024 Q1	$425K	Hold	6,334	–	–	0.03%	239
2023 Q4	$417K	Buy	6,334 +100	+2%	+$6.56K	0.04%	224
2023 Q3	$401K	Hold	6,234	–	–	0.04%	224
2023 Q2	$376K	Hold	6,234	–	–	0.04%	231
2023 Q1	$359K	Sell	6,234 -32	-0.5%	-$1.88K	0.04%	226
2022 Q4	$357K	Buy	6,266 +520	+9%	+$28.7K	0.04%	231
2022 Q3	$272K	Buy	5,746 +270	+5%	+$13.9K	0.03%	244
2022 Q2	$286K	Sell	5,476 -270	-5%	-$15.2K	0.03%	253
2022 Q1	$301K	Buy	+5,746	New	+$305K	0.03%	258

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

Principle Wealth Partners's SHEL Position: Q2 2026 in Review

Principle Wealth Partners increased its Shell (SHEL) stake by 4.4% in Q2 2026, buying an estimated $29.3K and bringing the position to 7,979 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #227.

Principle Wealth Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $710K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Principle Wealth Partners held 7,979 shares of Shell worth $619K as of Q2 2026.
Principle Wealth Partners bought 339 Shell shares in Q2 2026, an estimated $29.3K.
Shell made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #227 holding.
Principle Wealth Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Principle Wealth Partners's Shell position peaked at $710K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.