Valley National Advisers’s Shell SHEL Stock Holding History

Valley National Advisers’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	$34.4K	Hold	443	–	–	﹤0.01%	452
2026 Q1	$41K	Hold	443	–	–	0.01%	426
2025 Q4	$32K	Buy	443 +10	+2%	+$737	﹤0.01%	454
2025 Q3	$30K	Sell	433 -10	-2%	-$720	﹤0.01%	435
2025 Q2	$31K	Sell	443 -71	-14%	-$4.76K	0.01%	435
2025 Q1	$37K	Buy	514 +71	+16%	+$4.78K	0.01%	410
2024 Q4	$27K	Buy	443 +400	+930%	+$26.2K	﹤0.01%	423
2024 Q3	$2K	Sell	43 -87	-67%	-$6.16K	﹤0.01%	669
2024 Q2	$9K	Hold	130	–	–	﹤0.01%	657
2024 Q1	$8K	Sell	130 -283	-69%	-$18.1K	﹤0.01%	703
2023 Q4	$27K	Buy	413 +283	+218%	+$18.6K	﹤0.01%	496
2023 Q3	$8K	Hold	130	–	–	﹤0.01%	647
2023 Q2	$8K	Hold	130	–	–	﹤0.01%	646
2023 Q1	$8K	Hold	130	–	–	﹤0.01%	633
2022 Q4	$7K	Hold	130	–	–	﹤0.01%	629
2022 Q3	$7K	Hold	130	–	–	﹤0.01%	637
2022 Q2	$6K	Hold	130	–	–	﹤0.01%	649
2022 Q1	$7K	Buy	+130	New	+$6.9K	﹤0.01%	654

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

Valley National Advisers's SHEL Position: Q2 2026 in Review

Valley National Advisers held its Shell (SHEL) position steady in Q2 2026 at 443 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Valley National Advisers first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $41K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Valley National Advisers held 443 shares of Shell worth $34.4K as of Q2 2026.
Valley National Advisers left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #452 holding.
Valley National Advisers first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Valley National Advisers's Shell position peaked at $41K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.