BCWM
SHEL icon

Bartlett & Co Wealth Management’s Shell SHEL Stock Holding History

Bartlett & Co Wealth Management’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 		$754K Hold
8,452
– – 0.01% 293
2025
Q4 		$621K Buy
8,452
+1,333
+19% +$98.2K 0.01% 310
2025
Q3 		$509K Sell
7,119
-13
-0.2% -$936 0.01% 337
2025
Q2 		$502K Buy
7,132
+13
+0.2% +$871 0.01% 332
2025
Q1 		$522K Sell
7,119
-75
-1% -$5.05K 0.01% 322
2024
Q4 		$451K Sell
7,194
-543
-7% -$35.6K 0.01% 339
2024
Q3 		$510K Buy
7,737
+234
+3% +$16.6K 0.01% 326
2024
Q2 		$542K Sell
7,503
-436
-5% -$31.2K 0.01% 314
2024
Q1 		$532K Buy
7,939
+194
+3% +$12.4K 0.01% 319
2023
Q4 		$507K Sell
7,745
-426
-5% -$28K 0.01% 348
2023
Q3 		$526K Sell
8,171
-728
-8% -$45.3K 0.01% 330
2023
Q2 		$537K Buy
8,899
+3,583
+67% +$215K 0.01% 336
2023
Q1 		$306K Hold
5,316
– – 0.01% 342
2022
Q4 		$303K Sell
5,316
-168
-3% -$9.26K 0.01% 343
2022
Q3 		$273K Buy
5,484
+101
+2% +$5.21K 0.01% 340
2022
Q2 		$281K Buy
5,383
+63
+1% +$3.54K 0.01% 335
2022
Q1 		$292K Buy
+5,320
New +$282K 0.01% 347

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

Bartlett & Co Wealth Management's SHEL Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Shell (SHEL) position steady in Q1 2026 at 8,452 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #293.

Bartlett & Co Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Bartlett & Co Wealth Management held 8,452 shares of Shell worth $754K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #293 holding.
  • Bartlett & Co Wealth Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.