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Brooks Moore & Associates’s Shell SHEL Stock Holding History

Brooks Moore & Associates’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 		$1.91M Sell
20,545
-2,325
-10% -$188K 0.96% 34
2025
Q4 		$1.68M Sell
22,870
-273
-1% -$20.1K 0.83% 40
2025
Q3 		$1.66M Sell
23,143
-5,425
-19% -$391K 0.84% 40
2025
Q2 		$2.06M Buy
28,568
+100
+0.4% +$6.7K 1.11% 30
2025
Q1 		$2.09M Sell
28,468
-201
-0.7% -$13.5K 1.18% 32
2024
Q4 		$1.8M Sell
28,669
-550
-2% -$36K 1.06% 32
2024
Q3 		$1.93M Buy
29,219
+101
+0.3% +$7.15K 1.14% 30
2024
Q2 		$2.1M Hold
29,118
– – 1.35% 29
2024
Q1 		$1.95M Buy
29,118
+5,315
+22% +$341K 1.25% 29
2023
Q4 		$2.57M Sell
23,803
-150
-0.6% -$9.84K 1.76% 21
2023
Q3 		$1.54M Buy
23,953
+5
+0% +$311 1.16% 31
2023
Q2 		$1.45M Sell
23,948
-17,894
-43% -$1.07M 1.02% 35
2023
Q1 		$2.41M Buy
41,842
+7,874
+23% +$463K 1.73% 23
2022
Q4 		$1.94M Buy
33,968
+8,535
+34% +$470K 1.41% 28
2022
Q3 		$1.27M Buy
25,433
+6,589
+35% +$340K 1.02% 39
2022
Q2 		$985K Buy
18,844
+12,933
+219% +$727K 0.71% 43
2022
Q1 		$325K Buy
+5,911
New +$314K 0.2% 77

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

Brooks Moore & Associates's SHEL Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Shell (SHEL) stake by 10% in Q1 2026, selling an estimated $188K and leaving 20,545 shares worth $1.91M. The position accounts for 0.96% of the portfolio, ranked #34.

Brooks Moore & Associates first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.57M in Q4 2023. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Brooks Moore & Associates held 20,545 shares of Shell worth $1.91M as of Q1 2026.
  • Brooks Moore & Associates sold 2,325 Shell shares in Q1 2026, an estimated $188K.
  • Shell made up 0.96% of Brooks Moore & Associates's portfolio in Q1 2026, its #34 holding.
  • Brooks Moore & Associates first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Brooks Moore & Associates's Shell position peaked at $2.57M in Q4 2023.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.