AO
SHEL icon

Advisor OS’s Shell SHEL Stock Holding History

Advisor OS’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 		$510K Buy
5,483
+1,185
+28% +$95.8K 0.04% 290
2025
Q4 		$316K Buy
+4,298
New +$317K 0.03% 371
2024
Q1 		– Sell
-4,829
Closed -$318K – 404
2023
Q4 		$318K Buy
4,829
+379
+9% +$24.9K 0.04% 252
2023
Q3 		$286K Buy
4,450
+176
+4% +$11K 0.04% 237
2023
Q2 		$258K Buy
+4,274
New +$256K 0.04% 256

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

Advisor OS's SHEL Position: Q1 2026 in Review

Advisor OS increased its Shell (SHEL) stake by 28% in Q1 2026, buying an estimated $95.8K and bringing the position to 5,483 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #290.

Advisor OS first reported a position in SHEL in Q2 2023 and has held it in 5 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Advisor OS held 5,483 shares of Shell worth $510K as of Q1 2026.
  • Advisor OS bought 1,185 Shell shares in Q1 2026, an estimated $95.8K.
  • Shell made up 0.04% of Advisor OS's portfolio in Q1 2026, its #290 holding.
  • Advisor OS first reported a position in Shell in Q2 2023 and has held it in 5 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.