Bravera Wealth’s Shell SHEL Stock Holding History

Bravera Wealth’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	-116	Closed	-$8.52K	–	491
2025 Q4	$8.52K	Buy	+116	New	+$8.54K	﹤0.01%	291

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

Bravera Wealth's SHEL Position: Q1 2026 in Review

Bravera Wealth sold out of Shell (SHEL) in Q1 2026, closing a stake of 116 shares — an estimated $8.52K sold.

Bravera Wealth first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $8.52K in Q4 2025. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Bravera Wealth reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Bravera Wealth sold 116 Shell shares in Q1 2026, an estimated $8.52K.
Bravera Wealth first reported a position in Shell in Q4 2025 and held it in 1 quarter.
Bravera Wealth's Shell position peaked at $8.52K in Q4 2025.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Bravera Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.