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Avestar Capital’s Shell SHEL Stock Holding History

Avestar 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 		$548K Buy
5,889
+337
+6% +$27.2K 0.04% 334
2025
Q4 		$408K Sell
5,552
-98
-2% -$7.22K 0.03% 377
2025
Q3 		$404K Buy
5,650
+120
+2% +$8.64K 0.03% 375
2025
Q2 		$389K Buy
+5,530
New +$371K 0.03% 353
2025
Q1 		– Sell
-5,223
Closed -$327K – 535
2024
Q4 		$327K Buy
5,223
+485
+10% +$31.8K 0.03% 367
2024
Q3 		$312K Buy
4,738
+1
+0% +$71 0.03% 337
2024
Q2 		$342K Sell
4,737
-3,325
-41% -$238K 0.04% 311
2024
Q1 		$540K Buy
8,062
+2,262
+39% +$145K 0.06% 229
2023
Q4 		$382K Sell
5,800
-734
-11% -$48.2K 0.04% 245
2023
Q3 		$421K Sell
6,534
-247
-4% -$15.4K 0.06% 186
2023
Q2 		$409K Buy
6,781
+210
+3% +$12.6K 0.07% 174
2023
Q1 		$378K Buy
6,571
+2,305
+54% +$136K 0.07% 186
2022
Q4 		$243K Hold
4,266
– – 0.04% 245
2022
Q3 		$212K Sell
4,266
-4,340
-50% -$224K 0.05% 243
2022
Q2 		$450K Sell
8,606
-25,238
-75% -$1.42M 0.11% 134
2022
Q1 		$1.86M Buy
+33,844
New +$1.8M 0.3% 69

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

Avestar Capital's SHEL Position: Q1 2026 in Review

Avestar Capital increased its Shell (SHEL) stake by 6.1% in Q1 2026, buying an estimated $27.2K and bringing the position to 5,889 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #334.

Avestar Capital first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.86M in Q1 2022. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Avestar Capital held 5,889 shares of Shell worth $548K as of Q1 2026.
  • Avestar Capital bought 337 Shell shares in Q1 2026, an estimated $27.2K.
  • Shell made up 0.04% of Avestar Capital's portfolio in Q1 2026, its #334 holding.
  • Avestar Capital first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • Avestar Capital's Shell position peaked at $1.86M in Q1 2022.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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