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Ascent Group’s Shell SHEL Stock Holding History

Ascent Group’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 		$735K Buy
7,903
+1,824
+30% +$147K 0.03% 428
2025
Q4 		$447K Sell
6,079
-512
-8% -$37.7K 0.02% 520
2025
Q3 		$471K Sell
6,591
-2,566
-28% -$185K 0.02% 516
2025
Q2 		$645K Buy
9,157
+288
+3% +$19.3K 0.03% 412
2025
Q1 		$650K Buy
+8,869
New +$597K 0.03% 398

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

Ascent Group's SHEL Position: Q1 2026 in Review

Ascent Group increased its Shell (SHEL) stake by 30% in Q1 2026, buying an estimated $147K and bringing the position to 7,903 shares worth $735K. The position accounts for 0.03% of the portfolio, ranked #428.

Ascent Group first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Ascent Group held 7,903 shares of Shell worth $735K as of Q1 2026.
  • Ascent Group bought 1,824 Shell shares in Q1 2026, an estimated $147K.
  • Shell made up 0.03% of Ascent Group's portfolio in Q1 2026, its #428 holding.
  • Ascent Group first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.