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Stonebridge Financial Group (Pennsylvania)’s Shell SHEL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-2,496
Closed -$232K – 283
2026
Q1 		$232K Buy
+2,496
New +$202K 0.02% 236
2025
Q2 		– Sell
-1,598
Closed -$117K – 816
2025
Q1 		$117K Hold
1,598
– – 0.01% 278
2024
Q4 		$100K Buy
+1,598
New +$105K 0.01% 296

Other funds holding SHEL

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SHEL Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,496 shares — an estimated $232K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SHEL in Q4 2024 and held it in 3 quarters. The position peaked at $232K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,496 Shell shares in Q2 2026, an estimated $232K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Shell in Q4 2024 and held it in 3 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Shell position peaked at $232K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.