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Avant Capital’s Shell SHEL Stock Holding History

Avant Capital’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 		$628K Hold
6,748
– – 0.44% 42
2025
Q4 		$496K Hold
6,748
– – 0.34% 49
2025
Q3 		$483K Hold
6,748
– – 0.34% 50
2025
Q2 		$475K Hold
6,748
– – 0.37% 45
2025
Q1 		$494K Hold
6,748
– – 0.41% 41
2024
Q4 		$423K Buy
+6,748
New +$442K 0.35% 45
2023
Q3 		$434K Sell
6,748
-146
-2% -$9.09K 0.5% 37
2023
Q2 		$416K Hold
6,894
– – 0.46% 39
2023
Q1 		$397K Hold
6,894
– – 0.46% 37
2022
Q4 		$393K Hold
6,894
– – 0.48% 37
2022
Q3 		$343K Hold
6,894
– – 0.46% 40
2022
Q2 		$360K Hold
6,894
– – 0.47% 40
2022
Q1 		$379K Buy
+6,894
New +$366K 0.42% 43

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

Avant Capital's SHEL Position: Q1 2026 in Review

Avant Capital held its Shell (SHEL) position steady in Q1 2026 at 6,748 shares worth $628K. The position accounts for 0.44% of the portfolio, ranked #42.

Avant Capital first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Avant Capital held 6,748 shares of Shell worth $628K as of Q1 2026.
  • Avant Capital left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.44% of Avant Capital's portfolio in Q1 2026, its #42 holding.
  • Avant Capital first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.