SHEL β€” SHELL PLC

Ownership history in Old Port Advisors  Β·  8 quarters on record

AI Ownership Summary

Old Port Advisors reported SHELL PLC (SHEL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.54% in 2026 Q1. The latest visible filing shows SHEL at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Old Port Advisors's position in SHELL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHEL was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Old Port Advisors held SHEL β€” position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 25,127 +2,449 +10.8% 0.54% $2.3M 2026-04-06 $93.64
2025 Q4 ADDED 22,678 +1,862 +8.9% 0.41% $1.7M 2026-01-08 $69.66
2025 Q3 ADDED 20,816 +5,446 +35.4% 0.37% $1.5M 2025-10-06 $72.89
2025 Q2 ADDED 15,370 +9,435 +159.0% 0.30% $1.1M 2025-07-16 $68.67
2025 Q1 ADDED 5,935 +1,786 +43.0% 0.13% $435K 2025-05-06 $62.59
2024 Q4 ADDED 4,149 +325 +8.5% 0.07% $260K 2025-01-02 $60.02
2024 Q3 ADDED 3,824 +393 +11.5% 0.07% $252K 2024-10-24 $62.51
2024 Q2 INITIATED 3,431 β€” β€” 0.07% $248K 2024-07-18 $68.30

FAQ About Old Port Advisors and SHEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Old Port Advisors reported owning SHEL?

Old Port Advisors reported SHEL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SHEL position in Old Port Advisors's portfolio?

The largest reported portfolio weight for SHEL was 0.54% in 2026 Q1.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q1, when Old Port Advisors reported 25,127 shares, equal to 0.54% of portfolio, with an estimated market value of $2.3M.

What does the chart on this SHEL ownership page compare?

The chart compares Old Port Advisors's quarterly SHEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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