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Advisors Management Group’s Shell SHEL Stock Holding History

Advisors Management Group’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 		$2.77M Sell
29,750
-7,194
-19% -$581K 0.5% 56
2025
Q4 		$2.71M Sell
36,944
-102
-0.3% -$7.51K 0.49% 55
2025
Q3 		$2.65M Sell
37,046
-1,185
-3% -$85.3K 0.47% 59
2025
Q2 		$2.69M Sell
38,231
-479
-1% -$32.1K 0.51% 57
2025
Q1 		$2.84M Sell
38,710
-138
-0.4% -$9.3K 0.62% 50
2024
Q4 		$2.43M Sell
38,848
-346
-0.9% -$22.7K 0.58% 55
2024
Q3 		$2.58M Sell
39,194
-265
-0.7% -$18.8K 0.61% 54
2024
Q2 		$2.85M Buy
39,459
+365
+0.9% +$26.1K 0.71% 48
2024
Q1 		$2.62M Sell
39,094
-1,452
-4% -$93K 0.65% 51
2023
Q4 		$2.67M Sell
40,546
-381
-0.9% -$25K 0.72% 45
2023
Q3 		$2.63M Sell
40,927
-572
-1% -$35.6K 0.8% 43
2023
Q2 		$2.51M Sell
41,499
-1,143
-3% -$68.6K 0.75% 46
2023
Q1 		$2.45M Sell
42,642
-1,851
-4% -$109K 0.78% 44
2022
Q4 		$2.53M Sell
44,493
-99
-0.2% -$5.46K 0.96% 38
2022
Q3 		$2.22M Sell
44,592
-204
-0.5% -$10.5K 0.88% 39
2022
Q2 		$2.34M Sell
44,796
-74
-0.2% -$4.16K 0.82% 43
2022
Q1 		$2.46M Buy
+44,870
New +$2.38M 0.83% 42

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

Advisors Management Group's SHEL Position: Q1 2026 in Review

Advisors Management Group reduced its Shell (SHEL) stake by 19% in Q1 2026, selling an estimated $581K and leaving 29,750 shares worth $2.77M. The position accounts for 0.5% of the portfolio, ranked #56.

Advisors Management Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.85M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Advisors Management Group held 29,750 shares of Shell worth $2.77M as of Q1 2026.
  • Advisors Management Group sold 7,194 Shell shares in Q1 2026, an estimated $581K.
  • Shell made up 0.5% of Advisors Management Group's portfolio in Q1 2026, its #56 holding.
  • Advisors Management Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Advisors Management Group's Shell position peaked at $2.85M in Q2 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.