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Victrix Investment Advisors’s Shell SHEL Stock Holding History

Victrix Investment 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 		$1.72M Buy
22,186
+1,515
+7% +$131K 0.72% 37
2026
Q1 		$1.92M Buy
20,671
+790
+4% +$63.8K 0.7% 46
2025
Q4 		$1.46M Buy
19,881
+525
+3% +$38.7K 0.57% 51
2025
Q3 		$1.38M Buy
19,356
+1,001
+5% +$72.1K 0.76% 37
2025
Q2 		$1.29M Buy
18,355
+225
+1% +$15.1K 0.57% 51
2025
Q1 		$1.26M Sell
18,130
-6,311
-26% -$425K 0.66% 47
2024
Q4 		$1.53M Buy
+24,441
New +$1.6M 1.1% 29

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

Victrix Investment Advisors's SHEL Position: Q2 2026 in Review

Victrix Investment Advisors increased its Shell (SHEL) stake by 7.3% in Q2 2026, buying an estimated $131K and bringing the position to 22,186 shares worth $1.72M. The position accounts for 0.72% of the portfolio, ranked #37.

Victrix Investment Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Victrix Investment Advisors held 22,186 shares of Shell worth $1.72M as of Q2 2026.
  • Victrix Investment Advisors bought 1,515 Shell shares in Q2 2026, an estimated $131K.
  • Shell made up 0.72% of Victrix Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Victrix Investment Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Victrix Investment Advisors's Shell position peaked at $1.92M in Q1 2026.
  • 1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.