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Ancora Advisors’s Shell SHEL Stock Holding History

Ancora Advisors’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 		$578K Sell
6,219
-192
-3% -$15.5K 0.01% 496
2025
Q4 		$471K Buy
6,411
+526
+9% +$38.7K 0.01% 564
2025
Q3 		$421K Buy
5,885
+1,286
+28% +$92.6K 0.01% 582
2025
Q2 		$324K Buy
4,599
+23
+0.5% +$1.54K 0.01% 627
2025
Q1 		$335K Sell
4,576
-1
-0% -$67 0.01% 606
2024
Q4 		$287K Buy
4,577
+141
+3% +$9.24K 0.01% 630
2024
Q3 		$293K Buy
4,436
+1,302
+42% +$92.2K 0.01% 615
2024
Q2 		$226K Buy
3,134
+3
+0.1% +$214 0.01% 640
2024
Q1 		$210K Buy
3,131
+2
+0.1% +$128 ﹤0.01% 667
2023
Q4 		$206K Sell
3,129
-1
-0% -$66 ﹤0.01% 664
2023
Q3 		$201K Buy
3,130
+3
+0.1% +$187 0.01% 659
2023
Q2 		$189K Buy
3,127
+2
+0.1% +$120 0.01% 663
2023
Q1 		$180K Buy
3,125
+230
+8% +$13.5K 0.01% 672
2022
Q4 		$165K Buy
2,895
+1,365
+89% +$75.2K ﹤0.01% 717
2022
Q3 		$76K Sell
1,530
-247
-14% -$12.7K ﹤0.01% 974
2022
Q2 		$93K Hold
1,777
– – ﹤0.01% 993
2022
Q1 		$98K Buy
+1,777
New +$94.3K ﹤0.01% 1045

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

Ancora Advisors's SHEL Position: Q1 2026 in Review

Ancora Advisors reduced its Shell (SHEL) stake by 3% in Q1 2026, selling an estimated $15.5K and leaving 6,219 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #496.

Ancora Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Ancora Advisors held 6,219 shares of Shell worth $578K as of Q1 2026.
  • Ancora Advisors sold 192 Shell shares in Q1 2026, an estimated $15.5K.
  • Shell made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #496 holding.
  • Ancora Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.