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Apollon Wealth Management’s Shell SHEL Stock Holding History

Apollon 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 		$1.37M Buy
14,701
+1,213
+9% +$98K 0.02% 484
2025
Q4 		$991K Sell
13,488
-837
-6% -$61.7K 0.02% 571
2025
Q3 		$1.02M Buy
14,325
+225
+2% +$16.2K 0.02% 560
2025
Q2 		$993K Sell
14,100
-741
-5% -$49.7K 0.02% 554
2025
Q1 		$1.09M Sell
14,841
-2,576
-15% -$174K 0.02% 490
2024
Q4 		$1.09M Sell
17,417
-4,613
-21% -$302K 0.03% 485
2024
Q3 		$1.45M Buy
22,030
+2,766
+14% +$196K 0.04% 378
2024
Q2 		$1.39M Sell
19,264
-420
-2% -$30K 0.04% 370
2024
Q1 		$1.32M Buy
19,684
+4,001
+26% +$256K 0.04% 387
2023
Q4 		$1.03M Buy
15,683
+4,232
+37% +$278K 0.04% 442
2023
Q3 		$737K Buy
11,451
+728
+7% +$45.3K 0.04% 448
2023
Q2 		$647K Buy
10,723
+4,394
+69% +$264K 0.03% 529
2023
Q1 		$364K Sell
6,329
-2,142
-25% -$126K 0.02% 626
2022
Q4 		$482K Sell
8,471
-653
-7% -$36K 0.03% 527
2022
Q3 		$454K Buy
9,124
+2,108
+30% +$109K 0.04% 478
2022
Q2 		$367K Buy
7,016
+218
+3% +$12.2K 0.03% 511
2022
Q1 		$373K Buy
+6,798
New +$361K 0.03% 535

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

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

Apollon Wealth Management increased its Shell (SHEL) stake by 9% in Q1 2026, buying an estimated $98K and bringing the position to 14,701 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #484.

Apollon Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q3 2024. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Apollon Wealth Management held 14,701 shares of Shell worth $1.37M as of Q1 2026.
  • Apollon Wealth Management bought 1,213 Shell shares in Q1 2026, an estimated $98K.
  • Shell made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #484 holding.
  • Apollon Wealth Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Apollon Wealth Management's Shell position peaked at $1.45M in Q3 2024.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.