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Beacon Pointe Advisors’s Shell SHEL Stock Holding History

Beacon Pointe Advisors’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 		$4.71M Buy
50,664
+18,939
+60% +$1.53M 0.02% 489
2025
Q4 		$2.33M Buy
31,725
+6,449
+26% +$475K 0.02% 560
2025
Q3 		$1.81M Sell
25,276
-10,169
-29% -$732K 0.02% 571
2025
Q2 		$2.5M Buy
35,445
+399
+1% +$26.7K 0.03% 440
2025
Q1 		$2.57M Buy
35,046
+1,142
+3% +$76.9K 0.03% 413
2024
Q4 		$2.12M Sell
33,904
-2,752
-8% -$180K 0.02% 444
2024
Q3 		$2.42M Sell
36,656
-869
-2% -$61.5K 0.03% 430
2024
Q2 		$2.71M Sell
37,525
-387
-1% -$27.7K 0.03% 416
2024
Q1 		$2.54M Buy
37,912
+217
+0.6% +$13.9K 0.03% 439
2023
Q4 		$2.48M Sell
37,695
-7,609
-17% -$499K 0.03% 430
2023
Q3 		$2.92M Buy
45,304
+25,427
+128% +$1.58M 0.04% 378
2023
Q2 		$1.2M Sell
19,877
-7,342
-27% -$441K 0.02% 484
2023
Q1 		$1.57M Buy
27,219
+7,442
+38% +$438K 0.03% 446
2022
Q4 		$1.13M Buy
19,777
+3,164
+19% +$174K 0.02% 480
2022
Q3 		$826K Sell
16,613
-3,030
-15% -$156K 0.02% 510
2022
Q2 		$1.03M Buy
+19,643
New +$1.1M 0.02% 461

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

Beacon Pointe Advisors's SHEL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Shell (SHEL) stake by 60% in Q1 2026, buying an estimated $1.53M and bringing the position to 50,664 shares worth $4.71M. The position accounts for 0.02% of the portfolio, ranked #489.

Beacon Pointe Advisors first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Beacon Pointe Advisors held 50,664 shares of Shell worth $4.71M as of Q1 2026.
  • Beacon Pointe Advisors bought 18,939 Shell shares in Q1 2026, an estimated $1.53M.
  • Shell made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #489 holding.
  • Beacon Pointe Advisors first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.