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Arkadios Wealth Advisors’s Shell SHEL Stock Holding History

Arkadios 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 		$3.71M Sell
39,934
-2,664
-6% -$215K 0.06% 326
2025
Q4 		$3.13M Buy
42,598
+4,347
+11% +$320K 0.06% 321
2025
Q3 		$2.74M Buy
38,251
+1,686
+5% +$121K 0.07% 311
2025
Q2 		$2.57M Sell
36,565
-439
-1% -$29.4K 0.08% 278
2025
Q1 		$2.71M Buy
37,004
+21,016
+131% +$1.42M 0.1% 228
2024
Q4 		$1M Buy
15,988
+3,526
+28% +$231K 0.05% 332
2024
Q3 		$822K Sell
12,462
-2,971
-19% -$210K 0.05% 376
2024
Q2 		$1.11M Sell
15,433
-2,215
-13% -$158K 0.08% 259
2024
Q1 		$1.18M Buy
17,648
+3,636
+26% +$233K 0.09% 211
2023
Q4 		$922K Buy
14,012
+463
+3% +$30.4K 0.08% 242
2023
Q3 		$872K Buy
13,549
+2,746
+25% +$171K 0.08% 233
2023
Q2 		$652K Sell
10,803
-59
-0.5% -$3.54K 0.08% 251
2023
Q1 		$625K Sell
10,862
-705
-6% -$41.5K 0.07% 261
2022
Q4 		$659K Buy
11,567
+2,840
+33% +$157K 0.09% 239
2022
Q3 		$434K Buy
8,727
+1,533
+21% +$79K 0.07% 296
2022
Q2 		$376K Buy
7,194
+483
+7% +$27.1K 0.06% 346
2022
Q1 		$369K Buy
+6,711
New +$356K 0.05% 379

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

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

Arkadios Wealth Advisors reduced its Shell (SHEL) stake by 6.3% in Q1 2026, selling an estimated $215K and leaving 39,934 shares worth $3.71M. The position accounts for 0.06% of the portfolio, ranked #326.

Arkadios Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Arkadios Wealth Advisors held 39,934 shares of Shell worth $3.71M as of Q1 2026.
  • Arkadios Wealth Advisors sold 2,664 Shell shares in Q1 2026, an estimated $215K.
  • Shell made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #326 holding.
  • Arkadios Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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