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Angeles Wealth Management’s Shell SHEL Stock Holding History

Angeles Wealth Management’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 		$615K Buy
6,611
+2,016
+44% +$163K 0.03% 197
2025
Q4 		$338K Buy
4,595
+547
+14% +$40.3K 0.02% 274
2025
Q3 		$290K Sell
4,048
-25
-0.6% -$1.8K 0.02% 263
2025
Q2 		$287K Sell
4,073
-709
-15% -$47.5K 0.02% 266
2025
Q1 		$350K Sell
4,782
-585
-11% -$39.4K 0.03% 179
2024
Q4 		$336K Buy
5,367
+1,747
+48% +$114K 0.03% 188
2024
Q3 		$239K Sell
3,620
-402
-10% -$28.5K 0.02% 241
2024
Q2 		$290K Buy
4,022
+1,010
+34% +$72.2K 0.03% 185
2024
Q1 		$202K Sell
3,012
-600
-17% -$38.4K 0.02% 220
2023
Q4 		$238K Buy
+3,612
New +$237K 0.03% 180

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

Angeles Wealth Management's SHEL Position: Q1 2026 in Review

Angeles Wealth Management increased its Shell (SHEL) stake by 44% in Q1 2026, buying an estimated $163K and bringing the position to 6,611 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #197.

Angeles Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Angeles Wealth Management held 6,611 shares of Shell worth $615K as of Q1 2026.
  • Angeles Wealth Management bought 2,016 Shell shares in Q1 2026, an estimated $163K.
  • Shell made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #197 holding.
  • Angeles Wealth Management first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.