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Atomi Financial Group’s Shell SHEL Stock Holding History

Atomi Financial 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 		$3.49M Sell
37,509
-598
-2% -$48.3K 0.11% 150
2025
Q4 		$2.8M Buy
38,107
+662
+2% +$48.8K 0.08% 180
2025
Q3 		$2.68M Buy
37,445
+7,865
+27% +$566K 0.09% 161
2025
Q2 		$2.08M Sell
29,580
-8,913
-23% -$597K 0.08% 181
2025
Q1 		$2.82M Buy
38,493
+13,602
+55% +$916K 0.13% 127
2024
Q4 		$1.56M Sell
24,891
-1,671
-6% -$110K 0.08% 186
2024
Q3 		$1.75M Sell
26,562
-2,139
-7% -$151K 0.11% 151
2024
Q2 		$2.07M Buy
28,701
+6,861
+31% +$490K 0.15% 117
2024
Q1 		$1.46M Buy
21,840
+2,662
+14% +$171K 0.14% 140
2023
Q4 		$1.26M Buy
19,178
+15,344
+400% +$1.01M 0.17% 115
2023
Q3 		$247K Buy
+3,834
New +$239K 0.08% 284

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

Atomi Financial Group's SHEL Position: Q1 2026 in Review

Atomi Financial Group reduced its Shell (SHEL) stake by 1.6% in Q1 2026, selling an estimated $48.3K and leaving 37,509 shares worth $3.49M. The position accounts for 0.11% of the portfolio, ranked #150.

Atomi Financial Group first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Atomi Financial Group held 37,509 shares of Shell worth $3.49M as of Q1 2026.
  • Atomi Financial Group sold 598 Shell shares in Q1 2026, an estimated $48.3K.
  • Shell made up 0.11% of Atomi Financial Group's portfolio in Q1 2026, its #150 holding.
  • Atomi Financial Group first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.