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Brookmont Capital Management’s Shell SHEL Stock Holding History

Brookmont Capital Management’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 		$5.64M Buy
60,601
+2,305
+4% +$186K 3.16% 3
2025
Q4 		$4.28M Sell
58,296
-171
-0.3% -$12.6K 2.48% 9
2025
Q3 		$4.18M Sell
58,467
-1,441
-2% -$104K 2.32% 8
2025
Q2 		$4.22M Sell
59,908
-1,247
-2% -$83.6K 2.42% 8
2025
Q1 		$4.48M Sell
61,155
-2,760
-4% -$186K 2.53% 7
2024
Q4 		$4M Sell
63,915
-445
-0.7% -$29.2K 2.14% 13
2024
Q3 		$4.24M Sell
64,360
-2,155
-3% -$153K 2.18% 13
2024
Q2 		$4.8M Sell
66,515
-2,945
-4% -$210K 2.63% 7
2024
Q1 		$4.66M Buy
69,460
+768
+1% +$49.2K 2.45% 9
2023
Q4 		$4.52M Sell
68,692
-1,273
-2% -$83.5K 2.53% 11
2023
Q3 		$4.5M Sell
69,965
-411
-0.6% -$25.6K 2.81% 6
2023
Q2 		$4.25M Sell
70,376
-108
-0.2% -$6.48K 2.56% 9
2023
Q1 		$4.06M Sell
70,484
-1
-0% -$59 2.55% 10
2022
Q4 		$4.01M Buy
70,485
+6,526
+10% +$360K 2.47% 8
2022
Q3 		$3.18M Buy
63,959
+3,163
+5% +$163K 2.21% 14
2022
Q2 		$3.18M Buy
+60,796
New +$3.42M 2.19% 13

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

Brookmont Capital Management's SHEL Position: Q1 2026 in Review

Brookmont Capital Management increased its Shell (SHEL) stake by 4% in Q1 2026, buying an estimated $186K and bringing the position to 60,601 shares worth $5.64M. The position accounts for 3.16% of the portfolio, ranked #3.

Brookmont Capital Management first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Brookmont Capital Management held 60,601 shares of Shell worth $5.64M as of Q1 2026.
  • Brookmont Capital Management bought 2,305 Shell shares in Q1 2026, an estimated $186K.
  • Shell made up 3.16% of Brookmont Capital Management's portfolio in Q1 2026, its #3 holding.
  • Brookmont Capital Management first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Brookmont Capital Management's 13F filing for Q1 2026, filed 15 May 2026.