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Private Advisor Group’s Shell SHEL Stock Holding History

Private Advisor Group’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
Q1 		$3.4M Sell
36,576
-1,061
-3% -$85.7K 0.02% 800
2025
Q4 		$2.77M Buy
37,637
+832
+2% +$61.3K 0.01% 892
2025
Q3 		$2.63M Buy
36,805
+2,732
+8% +$197K 0.01% 897
2025
Q2 		$2.4M Sell
34,073
-1,718
-5% -$115K 0.01% 881
2025
Q1 		$2.62M Buy
35,791
+2,623
+8% +$177K 0.02% 779
2024
Q4 		$2.08M Buy
33,168
+301
+0.9% +$19.7K 0.01% 861
2024
Q3 		$2.17M Sell
32,867
-2,530
-7% -$179K 0.01% 842
2024
Q2 		$2.55M Sell
35,397
-585
-2% -$41.8K 0.02% 732
2024
Q1 		$2.41M Buy
35,982
+37
+0.1% +$2.37K 0.02% 724
2023
Q4 		$2.37M Sell
35,945
-4,417
-11% -$290K 0.02% 693
2023
Q3 		$2.6M Sell
40,362
-1,126
-3% -$70.1K 0.02% 618
2023
Q2 		$2.52M Sell
41,488
-963
-2% -$57.8K 0.02% 623
2023
Q1 		$2.44M Buy
42,451
+50
+0.1% +$2.94K 0.02% 598
2022
Q4 		$700K Buy
42,401
+1,473
+4% +$81.2K 0.04% 457
2022
Q3 		$2.04M Sell
40,928
-82,656
-67% -$4.26M 0.02% 615
2022
Q2 		$6.46M Buy
+123,584
New +$6.94M 0.06% 329

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Advisor Group's SHEL Position: Q1 2026 in Review

Private Advisor Group reduced its Shell (SHEL) stake by 2.8% in Q1 2026, selling an estimated $85.7K and leaving 36,576 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #800.

Private Advisor Group first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.46M in Q2 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Private Advisor Group held 36,576 shares of Shell worth $3.4M as of Q1 2026.
  • Private Advisor Group sold 1,061 Shell shares in Q1 2026, an estimated $85.7K.
  • Shell made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #800 holding.
  • Private Advisor Group first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Private Advisor Group's Shell position peaked at $6.46M in Q2 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.