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Allworth Financial’s Shell SHEL Stock Holding History

Allworth 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 		$2.53M Buy
27,218
+1,530
+6% +$124K 0.01% 483
2025
Q4 		$1.89M Sell
25,688
-13,815
-35% -$1.02M 0.01% 536
2025
Q3 		$2.83M Buy
39,503
+962
+2% +$69.3K 0.01% 444
2025
Q2 		$2.71M Buy
38,541
+4,612
+14% +$309K 0.01% 428
2025
Q1 		$2.21M Buy
33,929
+4,911
+17% +$331K 0.01% 378
2024
Q4 		$1.91M Buy
29,018
+3,330
+13% +$218K 0.01% 410
2024
Q3 		$1.69M Buy
25,688
+315
+1% +$22.3K 0.01% 365
2024
Q2 		$1.83M Buy
25,373
+15,086
+147% +$1.08M 0.01% 346
2024
Q1 		$690K Buy
10,287
+1,929
+23% +$124K ﹤0.01% 479
2023
Q4 		$550K Buy
8,358
+127
+2% +$8.33K ﹤0.01% 509
2023
Q3 		$530K Buy
8,231
+684
+9% +$42.6K ﹤0.01% 476
2023
Q2 		$456K Buy
7,547
+688
+10% +$41.3K ﹤0.01% 526
2023
Q1 		$395K Buy
6,859
+489
+8% +$28.8K ﹤0.01% 517
2022
Q4 		$363K Buy
6,370
+1,011
+19% +$55.7K ﹤0.01% 524
2022
Q3 		$267K Sell
5,359
-469
-8% -$24.2K ﹤0.01% 535
2022
Q2 		$305K Buy
5,828
+789
+16% +$44.3K ﹤0.01% 486
2022
Q1 		$277K Buy
+5,039
New +$268K ﹤0.01% 497

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

Allworth Financial's SHEL Position: Q1 2026 in Review

Allworth Financial increased its Shell (SHEL) stake by 6% in Q1 2026, buying an estimated $124K and bringing the position to 27,218 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #483.

Allworth Financial first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.83M in Q3 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Allworth Financial held 27,218 shares of Shell worth $2.53M as of Q1 2026.
  • Allworth Financial bought 1,530 Shell shares in Q1 2026, an estimated $124K.
  • Shell made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #483 holding.
  • Allworth Financial first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Shell position peaked at $2.83M in Q3 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.