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 Q2	$1.62M	Sell	20,833 -15,743	-43%	-$1.36M	0.01%	1117
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 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

Private Advisor Group's SHEL Position: Q2 2026 in Review

Private Advisor Group reduced its Shell (SHEL) stake by 43% in Q2 2026, selling an estimated $1.36M and leaving 20,833 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #1117.

Private Advisor Group first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.46M in Q2 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Private Advisor Group held 20,833 shares of Shell worth $1.62M as of Q2 2026.
Private Advisor Group sold 15,743 Shell shares in Q2 2026, an estimated $1.36M.
Shell made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1117 holding.
Private Advisor Group first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Private Advisor Group's Shell position peaked at $6.46M in Q2 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.