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Strategic Global Advisors’s Shell SHEL Stock Holding History

Strategic Global Advisors’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 		$344K Sell
4,438
-13,204
-75% -$1.14M 0.05% 122
2026
Q1 		$1.64M Buy
17,642
+916
+5% +$74K 0.26% 93
2025
Q4 		$1.23M Buy
16,726
+3,464
+26% +$255K 0.19% 108
2025
Q3 		$949K Sell
13,262
-1,174
-8% -$84.5K 0.14% 110
2025
Q2 		$1.02M Buy
14,436
+1,749
+14% +$117K 0.17% 112
2025
Q1 		$930K Sell
12,687
-274
-2% -$18.5K 0.18% 108
2024
Q4 		$812K Buy
12,961
+27
+0.2% +$1.77K 0.15% 107
2024
Q3 		$853K Buy
12,934
+5,365
+71% +$380K 0.17% 108
2024
Q2 		$1.02M Buy
7,569
+3,914
+107% +$280K 0.21% 101
2024
Q1 		$245K Sell
3,655
-10
-0.3% -$641 0.05% 133
2023
Q4 		$241K Sell
3,665
-605
-14% -$39.7K 0.06% 143
2023
Q3 		$275K Buy
+4,270
New +$266K 0.05% 133
2023
Q2 		– Sell
-12,130
Closed -$698K – 161
2023
Q1 		$698K Sell
12,130
-522
-4% -$30.7K 0.11% 109
2022
Q4 		$721K Sell
12,652
-12
-0.1% -$661 0.12% 104
2022
Q3 		$630K Buy
12,664
+853
+7% +$44K 0.11% 107
2022
Q2 		$618K Sell
11,811
-155
-1% -$8.71K 0.09% 114
2022
Q1 		$657K Buy
+11,966
New +$635K 0.1% 108

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Strategic Global Advisors's SHEL Position: Q2 2026 in Review

Strategic Global Advisors reduced its Shell (SHEL) stake by 75% in Q2 2026, selling an estimated $1.14M and leaving 4,438 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #122.

Strategic Global Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.64M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Strategic Global Advisors held 4,438 shares of Shell worth $344K as of Q2 2026.
  • Strategic Global Advisors sold 13,204 Shell shares in Q2 2026, an estimated $1.14M.
  • Shell made up 0.05% of Strategic Global Advisors's portfolio in Q2 2026, its #122 holding.
  • Strategic Global Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Strategic Global Advisors's Shell position peaked at $1.64M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.