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Brooklyn Investment Group’s Shell SHEL Stock Holding History

Brooklyn Investment 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 		$15.2M Buy
163,812
+65,599
+67% +$5.3M 0.48% 26
2025
Q4 		$7.18M Buy
98,213
+62,463
+175% +$4.6M 0.33% 47
2025
Q3 		$2.54M Sell
35,750
-309
-0.9% -$22.3K 0.34% 53
2025
Q2 		$2.54M Buy
36,059
+18,906
+110% +$1.27M 0.33% 55
2025
Q1 		$1.26M Buy
17,153
+14,881
+655% +$1M 0.27% 69
2024
Q4 		$142K Buy
2,272
+1,739
+326% +$114K 0.04% 298
2024
Q3 		$35.2K Buy
+533
New +$37.8K 0.01% 553

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brooklyn Investment Group's SHEL Position: Q1 2026 in Review

Brooklyn Investment Group increased its Shell (SHEL) stake by 67% in Q1 2026, buying an estimated $5.3M and bringing the position to 163,812 shares worth $15.2M. The position accounts for 0.48% of the portfolio, ranked #26.

Brooklyn Investment Group first reported a position in SHEL in Q3 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Brooklyn Investment Group held 163,812 shares of Shell worth $15.2M as of Q1 2026.
  • Brooklyn Investment Group bought 65,599 Shell shares in Q1 2026, an estimated $5.3M.
  • Shell made up 0.48% of Brooklyn Investment Group's portfolio in Q1 2026, its #26 holding.
  • Brooklyn Investment Group first reported a position in Shell in Q3 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.