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Broyhill Asset Management’s Shell SHEL Stock Holding History

Broyhill Asset 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 		$627K Buy
6,740
+2,000
+42% +$162K 0.58% 41
2025
Q4 		$348K Hold
4,740
– – 0.31% 60
2025
Q3 		$339K Hold
4,740
– – 0.3% 65
2025
Q2 		$334K Hold
4,740
– – 0.3% 61
2025
Q1 		$347K Buy
4,740
+500
+12% +$33.7K 0.28% 61
2024
Q4 		$266K Buy
+4,240
New +$278K 0.23% 61

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

Broyhill Asset Management's SHEL Position: Q1 2026 in Review

Broyhill Asset Management increased its Shell (SHEL) stake by 42% in Q1 2026, buying an estimated $162K and bringing the position to 6,740 shares worth $627K. The position accounts for 0.58% of the portfolio, ranked #41.

Broyhill Asset Management first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Broyhill Asset Management held 6,740 shares of Shell worth $627K as of Q1 2026.
  • Broyhill Asset Management bought 2,000 Shell shares in Q1 2026, an estimated $162K.
  • Shell made up 0.58% of Broyhill Asset Management's portfolio in Q1 2026, its #41 holding.
  • Broyhill Asset Management first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Broyhill Asset Management's 13F filing for Q1 2026, filed 6 May 2026.