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AmeriFlex Group’s Shell SHEL Stock Holding History

AmeriFlex 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 		$74.4K Hold
800
– – 0.04% 346
2025
Q4 		$58.8K Sell
800
-800
-50% -$58.9K 0.03% 386
2025
Q3 		$114K Sell
1,600
-653
-29% -$47K 0.04% 306
2025
Q2 		$160K Sell
2,253
-1,996
-47% -$134K 0.08% 196
2025
Q1 		$311K Buy
4,249
+35
+0.8% +$2.36K 0.13% 164
2024
Q4 		$277K Buy
+4,214
New +$276K 0.13% 154

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

AmeriFlex Group's SHEL Position: Q1 2026 in Review

AmeriFlex Group held its Shell (SHEL) position steady in Q1 2026 at 800 shares worth $74.4K. The position accounts for 0.04% of the portfolio, ranked #346.

AmeriFlex Group first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • AmeriFlex Group held 800 shares of Shell worth $74.4K as of Q1 2026.
  • AmeriFlex Group left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.04% of AmeriFlex Group's portfolio in Q1 2026, its #346 holding.
  • AmeriFlex Group first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Shell position peaked at $311K in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.