Argent Advisors’s Shell SHEL Stock Holding History

Argent 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	-4,556	Closed	-$335K	–	179
2025 Q4	$335K	Sell	4,556 -161	-3%	-$11.9K	0.09%	137
2025 Q3	$337K	Buy	4,717 +150	+3%	+$10.8K	0.1%	125
2025 Q2	$322K	Hold	4,567	–	–	0.1%	127
2025 Q1	$335K	Buy	4,567 +508	+13%	+$34.2K	0.11%	123
2024 Q4	$254K	Hold	4,059	–	–	0.09%	124
2024 Q3	$268K	Hold	4,059	–	–	0.1%	123
2024 Q2	$293K	Hold	4,059	–	–	0.12%	115
2024 Q1	$272K	Buy	4,059 +378	+10%	+$24.2K	0.11%	119
2023 Q4	$242K	Sell	3,681 -269	-7%	-$17.7K	0.11%	124
2023 Q3	$254K	Buy	3,950 +100	+3%	+$6.22K	0.12%	114
2023 Q2	$232K	Hold	3,850	–	–	0.11%	117
2023 Q1	$222K	Buy	+3,850	New	+$227K	0.11%	120
2022 Q2	–	Sell	-3,663	Closed	-$201K	–	140
2022 Q1	$201K	Buy	+3,663	New	+$194K	0.11%	139

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Argent Advisors's SHEL Position: Q1 2026 in Review

Argent Advisors sold out of Shell (SHEL) in Q1 2026, closing a stake of 4,556 shares — an estimated $335K sold.

Argent Advisors first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $337K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Argent Advisors reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Argent Advisors sold 4,556 Shell shares in Q1 2026, an estimated $335K.
Argent Advisors first reported a position in Shell in Q1 2022 and held it in 13 quarters.
Argent Advisors's Shell position peaked at $337K in Q3 2025.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.