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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
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 $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

Strategic Global Advisors's SHEL Position: Q1 2026 in Review

Strategic Global Advisors increased its Shell (SHEL) stake by 5.5% in Q1 2026, buying an estimated $74K and bringing the position to 17,642 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #93.

Strategic Global Advisors first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Strategic Global Advisors held 17,642 shares of Shell worth $1.64M as of Q1 2026.
  • Strategic Global Advisors bought 916 Shell shares in Q1 2026, an estimated $74K.
  • Shell made up 0.26% of Strategic Global Advisors's portfolio in Q1 2026, its #93 holding.
  • Strategic Global Advisors first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.