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Addison Advisors’s Shell SHEL Stock Holding History

Addison 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 		$321K Buy
3,456
+1
+0% +$81 0.07% 167
2025
Q4 		$254K Sell
3,455
-40
-1% -$2.95K 0.06% 183
2025
Q3 		$250K Buy
3,495
+219
+7% +$15.8K 0.06% 191
2025
Q2 		$231K Buy
3,276
+474
+17% +$31.8K 0.06% 198
2025
Q1 		$205K Buy
2,802
+183
+7% +$12.3K 0.06% 201
2024
Q4 		$164K Sell
2,619
-106
-4% -$6.95K 0.05% 233
2024
Q3 		$180K Sell
2,725
-44
-2% -$3.12K 0.05% 233
2024
Q2 		$200K Buy
2,769
+352
+15% +$25.2K 0.06% 197
2024
Q1 		$162K Buy
2,417
+75
+3% +$4.81K 0.06% 221
2023
Q4 		$154K Buy
2,342
+187
+9% +$12.3K 0.06% 216
2023
Q3 		$139K Buy
2,155
+317
+17% +$19.7K 0.06% 204
2023
Q2 		$111K Sell
1,838
-150
-8% -$9K 0.05% 225
2023
Q1 		$114K Sell
1,988
-36
-2% -$2.12K 0.06% 204
2022
Q4 		$115K Sell
2,024
-195
-9% -$10.7K 0.07% 192
2022
Q3 		$110K Buy
2,219
+42
+2% +$2.16K 0.07% 179
2022
Q2 		$114K Sell
2,177
-275
-11% -$15.4K 0.07% 174
2022
Q1 		$135K Buy
+2,452
New +$130K 0.07% 176

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

Addison Advisors's SHEL Position: Q1 2026 in Review

Addison Advisors increased its Shell (SHEL) stake by 0.03% in Q1 2026, buying an estimated $81 and bringing the position to 3,456 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #167.

Addison Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Addison Advisors held 3,456 shares of Shell worth $321K as of Q1 2026.
  • Addison Advisors bought 1 Shell share in Q1 2026, an estimated $81.
  • Shell made up 0.07% of Addison Advisors's portfolio in Q1 2026, its #167 holding.
  • Addison Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.