Boston Family Office’s Shell SHEL Stock Holding History

Boston Family Office’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	$722K	Sell	7,759 -610	-7%	-$49.3K	0.05%	191
2025 Q4	$615K	Sell	8,369 -50	-0.6%	-$3.68K	0.04%	197
2025 Q3	$602K	Hold	8,419	–	–	0.04%	196
2025 Q2	$593K	Sell	8,419 -83	-1%	-$5.56K	0.04%	195
2025 Q1	$623K	Hold	8,502	–	–	0.04%	183
2024 Q4	$533K	Hold	8,502	–	–	0.04%	189
2024 Q3	$561K	Hold	8,502	–	–	0.04%	193
2024 Q2	$614K	Hold	8,502	–	–	0.04%	179
2024 Q1	$570K	Hold	8,502	–	–	0.04%	182
2023 Q4	$559K	Sell	8,502 -78	-0.9%	-$5.12K	0.04%	180
2023 Q3	$552K	Hold	8,580	–	–	0.05%	176
2023 Q2	$518K	Hold	8,580	–	–	0.04%	187
2023 Q1	$494K	Buy	8,580 +78	+0.9%	+$4.59K	0.04%	190
2022 Q4	$484K	Sell	8,502 -848	-9%	-$46.7K	0.04%	199
2022 Q3	$466K	Hold	9,350	–	–	0.04%	198
2022 Q2	$489K	Hold	9,350	–	–	0.04%	200
2022 Q1	$514K	Buy	+9,350	New	+$496K	0.04%	203

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

Boston Family Office's SHEL Position: Q1 2026 in Review

Boston Family Office reduced its Shell (SHEL) stake by 7.3% in Q1 2026, selling an estimated $49.3K and leaving 7,759 shares worth $722K. The position accounts for 0.05% of the portfolio, ranked #191.

Boston Family Office first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Boston Family Office held 7,759 shares of Shell worth $722K as of Q1 2026.
Boston Family Office sold 610 Shell shares in Q1 2026, an estimated $49.3K.
Shell made up 0.05% of Boston Family Office's portfolio in Q1 2026, its #191 holding.
Boston Family Office first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.