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Argonautica Private Wealth Management’s Shell SHEL Stock Holding History

Argonautica Private 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 		$890K Buy
9,566
+1,233
+15% +$99.6K 0.27% 75
2025
Q4 		$612K Buy
8,333
+1,266
+18% +$93.3K 0.18% 111
2025
Q3 		$505K Buy
7,067
+221
+3% +$15.9K 0.15% 119
2025
Q2 		$482K Sell
6,846
-163
-2% -$10.9K 0.15% 121
2025
Q1 		$514K Buy
7,009
+654
+10% +$44.1K 0.18% 107
2024
Q4 		$398K Buy
6,355
+342
+6% +$22.4K 0.13% 131
2024
Q3 		$397K Buy
6,013
+32
+0.5% +$2.27K 0.13% 132
2024
Q2 		$432K Sell
5,981
-3
-0.1% -$214 0.15% 126
2024
Q1 		$401K Sell
5,984
-850
-12% -$54.5K 0.14% 133
2023
Q4 		$450K Sell
6,834
-4
-0.1% -$262 0.18% 106
2023
Q3 		$440K Buy
6,838
+70
+1% +$4.36K 0.2% 99
2023
Q2 		$409K Buy
6,768
+1,445
+27% +$86.7K 0.18% 99
2023
Q1 		$306K Sell
5,323
-1,106
-17% -$65.1K 0.15% 111
2022
Q4 		$366K Buy
+6,429
New +$354K 0.19% 100

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

Argonautica Private Wealth Management's SHEL Position: Q1 2026 in Review

Argonautica Private Wealth Management increased its Shell (SHEL) stake by 15% in Q1 2026, buying an estimated $99.6K and bringing the position to 9,566 shares worth $890K. The position accounts for 0.27% of the portfolio, ranked #75.

Argonautica Private Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Argonautica Private Wealth Management held 9,566 shares of Shell worth $890K as of Q1 2026.
  • Argonautica Private Wealth Management bought 1,233 Shell shares in Q1 2026, an estimated $99.6K.
  • Shell made up 0.27% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Argonautica Private Wealth Management first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.