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Arete Wealth Advisors’s Shell SHEL Stock Holding History

Arete Wealth 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 		– Sell
-4,329
Closed -$318K – 668
2025
Q4 		$318K Sell
4,329
-83
-2% -$6.11K 0.02% 570
2025
Q3 		$316K Buy
4,412
+115
+3% +$8.28K 0.02% 581
2025
Q2 		$302K Buy
4,297
+182
+4% +$12.2K 0.02% 556
2025
Q1 		$301K Sell
4,115
-336
-8% -$22.6K 0.02% 530
2024
Q4 		$279K Buy
4,451
+561
+14% +$36.8K 0.02% 581
2024
Q3 		$256K Sell
3,890
-9,952
-72% -$705K 0.02% 571
2024
Q2 		$999K Buy
13,842
+444
+3% +$31.7K 0.08% 235
2024
Q1 		$898K Sell
13,398
-1,661
-11% -$106K 0.08% 223
2023
Q4 		$991K Sell
15,059
-723
-5% -$47.4K 0.08% 255
2023
Q3 		$1.02M Buy
15,782
+5,023
+47% +$313K 0.18% 126
2023
Q2 		$650K Buy
10,759
+1,153
+12% +$69.2K 0.06% 308
2023
Q1 		$553K Sell
9,606
-117
-1% -$6.88K 0.05% 322
2022
Q4 		$554M Sell
9,723
-90
-0.9% -$4.96K 0.05% 306
2022
Q3 		$488K Buy
9,813
+4,463
+83% +$230K 0.05% 305
2022
Q2 		$212K Sell
5,350
-2,170
-29% -$122K 0.02% 417
2022
Q1 		$413K Buy
+7,520
New +$399K 0.03% 322

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

Arete Wealth Advisors's SHEL Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Shell (SHEL) in Q1 2026, closing a stake of 4,329 shares — an estimated $318K sold.

Arete Wealth Advisors first reported a position in SHEL in Q1 2022 and held it in 16 quarters. The position peaked at $554M in Q4 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,329 Shell shares in Q1 2026, an estimated $318K.
  • Arete Wealth Advisors first reported a position in Shell in Q1 2022 and held it in 16 quarters.
  • Arete Wealth Advisors's Shell position peaked at $554M in Q4 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.