Badgley Phelps Wealth Managers’s Shell SHEL Stock Holding History

Badgley Phelps Wealth Managers’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	$270K	Sell	2,898 -881	-23%	-$71.2K	0.01%	293
2025 Q4	$278K	Buy	+3,779	New	+$278K	0.01%	288
2024 Q4	–	Sell	-3,518	Closed	-$232K	–	298
2024 Q3	$232K	Buy	3,518 +331	+10%	+$23.4K	0.01%	273
2024 Q2	$230K	Buy	+3,187	New	+$228K	0.01%	242
2023 Q2	–	Sell	-3,494	Closed	-$201K	–	236
2023 Q1	$201K	Buy	+3,494	New	+$206K	0.01%	200
2022 Q3	–	Sell	-3,984	Closed	-$208K	–	208
2022 Q2	$208K	Buy	+3,984	New	+$224K	0.01%	193

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Badgley Phelps Wealth Managers's SHEL Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Shell (SHEL) stake by 23% in Q1 2026, selling an estimated $71.2K and leaving 2,898 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #293.

Badgley Phelps Wealth Managers first reported a position in SHEL in Q2 2022 and has held it in 6 quarters since. The position peaked at $278K in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Badgley Phelps Wealth Managers held 2,898 shares of Shell worth $270K as of Q1 2026.
Badgley Phelps Wealth Managers sold 881 Shell shares in Q1 2026, an estimated $71.2K.
Shell made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #293 holding.
Badgley Phelps Wealth Managers first reported a position in Shell in Q2 2022 and has held it in 6 quarters since.
Badgley Phelps Wealth Managers's Shell position peaked at $278K in Q4 2025.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.