BCS Wealth Management’s Shell SHEL Stock Holding History

BCS 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	–	Sell	-3,270	Closed	-$240K	–	333
2025 Q4	$240K	Buy	+3,270	New	+$241K	0.02%	319

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BCS Wealth Management's SHEL Position: Q1 2026 in Review

BCS Wealth Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 3,270 shares — an estimated $240K sold.

BCS Wealth Management first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

BCS Wealth Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 3,270 Shell shares in Q1 2026, an estimated $240K.
BCS Wealth Management first reported a position in Shell in Q4 2025 and held it in 1 quarter.
BCS Wealth Management's Shell position peaked at $240K in Q4 2025.
1,595 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.