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Advisornet Financial’s Shell SHEL Stock Holding History

Advisornet Financial’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 		$180K Sell
1,937
-76
-4% -$6.14K 0.01% 647
2025
Q4 		$148K Sell
2,013
-452
-18% -$33.3K 0.01% 690
2025
Q3 		$176K Sell
2,465
-640
-21% -$46.1K 0.01% 630
2025
Q2 		$219K Buy
3,105
+541
+21% +$36.3K 0.01% 553
2025
Q1 		$188K Buy
2,564
+675
+36% +$45.5K 0.01% 557
2024
Q4 		$118K Sell
1,889
-95
-5% -$6.23K 0.01% 637
2024
Q3 		$131K Hold
1,984
– – 0.01% 633
2024
Q2 		$143K Buy
1,984
+475
+31% +$34K 0.01% 554
2024
Q1 		$101K Buy
1,509
+21
+1% +$1.35K 0.01% 631
2023
Q4 		$97.9K Sell
1,488
-11
-0.7% -$722 0.01% 649
2023
Q3 		$96.5K Sell
1,499
-411
-22% -$25.6K 0.01% 626
2023
Q2 		$115K Buy
1,910
+404
+27% +$24.2K 0.01% 612
2023
Q1 		$86.7K Sell
1,506
-31
-2% -$1.82K 0.01% 658
2022
Q4 		$87.5K Sell
1,537
-79
-5% -$4.36K 0.01% 651
2022
Q3 		$80K Sell
1,616
-210
-12% -$10.8K 0.01% 711
2022
Q2 		$95K Sell
1,826
-858
-32% -$48.2K 0.01% 688
2022
Q1 		$147K Buy
+2,684
New +$142K 0.01% 634

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

Advisornet Financial's SHEL Position: Q1 2026 in Review

Advisornet Financial reduced its Shell (SHEL) stake by 3.8% in Q1 2026, selling an estimated $6.14K and leaving 1,937 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #647.

Advisornet Financial first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $219K in Q2 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Advisornet Financial held 1,937 shares of Shell worth $180K as of Q1 2026.
  • Advisornet Financial sold 76 Shell shares in Q1 2026, an estimated $6.14K.
  • Shell made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #647 holding.
  • Advisornet Financial first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Advisornet Financial's Shell position peaked at $219K in Q2 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.