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Aviso Financial’s Shell SHEL Stock Holding History

Aviso Financial’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 		$5.02M Buy
53,995
+5,532
+11% +$447K 0.18% 66
2025
Q4 		$3.56M Buy
48,463
+2,132
+5% +$157K 0.14% 78
2025
Q3 		$3.31M Buy
46,331
+2,850
+7% +$205K 0.13% 84
2025
Q2 		$3.06M Buy
43,481
+2,312
+6% +$155K 0.14% 80
2025
Q1 		$3.02M Buy
41,169
+3,165
+8% +$213K 0.15% 79
2024
Q4 		$2.38M Sell
38,004
-18,604
-33% -$1.22M 0.12% 86
2024
Q3 		$3.73M Buy
56,608
+4,153
+8% +$294K 0.19% 69
2024
Q2 		$3.79M Buy
+52,455
New +$3.75M 0.21% 65

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

Aviso Financial's SHEL Position: Q1 2026 in Review

Aviso Financial increased its Shell (SHEL) stake by 11% in Q1 2026, buying an estimated $447K and bringing the position to 53,995 shares worth $5.02M. The position accounts for 0.18% of the portfolio, ranked #66.

Aviso Financial first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Aviso Financial held 53,995 shares of Shell worth $5.02M as of Q1 2026.
  • Aviso Financial bought 5,532 Shell shares in Q1 2026, an estimated $447K.
  • Shell made up 0.18% of Aviso Financial's portfolio in Q1 2026, its #66 holding.
  • Aviso Financial first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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