Successful Portfolios’s Shell SHEL Stock Holding History

Successful Portfolios’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	$312K	Hold	3,804	–	–	0.15%	135
2026 Q1	$353K	Hold	3,804	–	–	0.19%	107
2025 Q4	$269K	Hold	3,804	–	–	0.14%	145
2025 Q3	$272K	Buy	3,804 +180	+5%	+$13K	0.16%	131
2025 Q2	$255K	Sell	3,624 -97	-3%	-$6.5K	0.16%	132
2025 Q1	$273K	Sell	3,721 -1	-0%	-$67	0.19%	119
2024 Q4	$233K	Buy	3,722 +1	+0%	+$66	0.16%	129
2024 Q3	$245K	Hold	3,721	–	–	0.17%	129
2024 Q2	$269K	Buy	3,721 +1	+0%	+$71	0.19%	112
2024 Q1	$249K	Buy	3,720 +476	+15%	+$30.5K	0.17%	129
2023 Q4	$213K	Hold	3,244	–	–	0.16%	146
2023 Q3	$209K	Sell	3,244 -304	-9%	-$18.9K	0.19%	128
2023 Q2	$214K	Sell	3,548 -2,783	-44%	-$167K	0.18%	134
2023 Q1	$364K	Sell	6,331 -525	-8%	-$30.9K	0.23%	111
2022 Q4	$390K	Sell	6,856 -550	-7%	-$30.3K	0.25%	106
2022 Q3	$369K	Buy	7,406 +20	+0.3%	+$1.03K	0.27%	94
2022 Q2	$386K	Sell	7,386 -3,175	-30%	-$178K	0.26%	99
2022 Q1	$580K	Buy	+10,561	New	+$561K	0.33%	76

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

Successful Portfolios's SHEL Position: Q2 2026 in Review

Successful Portfolios held its Shell (SHEL) position steady in Q2 2026 at 3,804 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #135.

Successful Portfolios first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $580K in Q1 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Successful Portfolios held 3,804 shares of Shell worth $312K as of Q2 2026.
Successful Portfolios left its Shell share count unchanged in Q2 2026.
Shell made up 0.15% of Successful Portfolios's portfolio in Q2 2026, its #135 holding.
Successful Portfolios first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Successful Portfolios's Shell position peaked at $580K in Q1 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.