Boit C.F. David’s Shell SHEL Stock Holding History

Boit C.F. David’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	$186K	Hold	2,000	–	–	0.08%	89
2025 Q4	$142K	Hold	2,000	–	–	0.06%	91
2025 Q3	$143K	Hold	2,000	–	–	0.06%	91
2025 Q2	$141K	Hold	2,000	–	–	0.07%	90
2025 Q1	$147K	Hold	2,000	–	–	0.07%	92
2024 Q4	$125K	Hold	2,000	–	–	0.05%	95
2024 Q3	$136K	Hold	2,000	–	–	0.07%	92
2024 Q2	$144K	Buy	+2,000	New	+$143K	0.08%	92
2024 Q1	–	Sell	-2,000	Closed	-$134K	–	125
2023 Q4	$134K	Hold	2,000	–	–	0.08%	96
2023 Q3	$127K	Hold	2,000	–	–	0.09%	74
2023 Q2	$121K	Hold	2,000	–	–	0.08%	77
2023 Q1	$123K	Buy	+2,000	New	+$118K	0.08%	76

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

Boit C.F. David's SHEL Position: Q1 2026 in Review

Boit C.F. David held its Shell (SHEL) position steady in Q1 2026 at 2,000 shares worth $186K. The position accounts for 0.08% of the portfolio, ranked #89.

Boit C.F. David first reported a position in SHEL in Q1 2023 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Boit C.F. David held 2,000 shares of Shell worth $186K as of Q1 2026.
Boit C.F. David left its Shell share count unchanged in Q1 2026.
Shell made up 0.08% of Boit C.F. David's portfolio in Q1 2026, its #89 holding.
Boit C.F. David first reported a position in Shell in Q1 2023 and has held it in 12 quarters since.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.