BLFG
SHEL icon

Brian Low Financial Group’s Shell SHEL Stock Holding History

Brian Low Financial Group’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
-3,830
Closed -$281K – 126
2025
Q4 		$281K Buy
3,830
+600
+19% +$44.2K 0.2% 92
2025
Q3 		$231K Hold
3,230
– – 0.18% 100
2025
Q2 		$227K Buy
+3,230
New +$217K 0.21% 97

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

Brian Low Financial Group's SHEL Position: Q1 2026 in Review

Brian Low Financial Group sold out of Shell (SHEL) in Q1 2026, closing a stake of 3,830 shares — an estimated $281K sold.

Brian Low Financial Group first reported a position in SHEL in Q2 2025 and held it in 3 quarters. The position peaked at $281K in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Brian Low Financial Group reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Brian Low Financial Group sold 3,830 Shell shares in Q1 2026, an estimated $281K.
  • Brian Low Financial Group first reported a position in Shell in Q2 2025 and held it in 3 quarters.
  • Brian Low Financial Group's Shell position peaked at $281K in Q4 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.