Bruce G. Allen Investments’s Shell SHEL Stock Holding History

Bruce G. Allen Investments’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	$742K	Buy	7,983 +69	+0.9%	+$5.58K	0.49%	23
2025 Q4	$582K	Sell	7,914 -15	-0.2%	-$1.1K	0.39%	28
2025 Q3	$567K	Sell	7,929 -4	-0.1%	-$288	0.41%	29
2025 Q2	$559K	Buy	7,933 +177	+2%	+$11.9K	0.42%	27
2025 Q1	$568K	Sell	7,756 -65	-0.8%	-$4.38K	0.45%	28
2024 Q4	$490K	Buy	7,821 +134	+2%	+$8.78K	0.4%	35
2024 Q3	$507K	Sell	7,687 -96	-1%	-$6.8K	0.39%	38
2024 Q2	$562K	Buy	7,783 +13	+0.2%	+$929	0.47%	31
2024 Q1	$521K	Buy	7,770 +7	+0.1%	+$449	0.43%	33
2023 Q4	$511K	Buy	+7,763	New	+$509K	0.47%	30

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bruce G. Allen Investments's SHEL Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Shell (SHEL) stake by 0.87% in Q1 2026, buying an estimated $5.58K and bringing the position to 7,983 shares worth $742K. The position accounts for 0.49% of the portfolio, ranked #23.

Bruce G. Allen Investments first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Bruce G. Allen Investments held 7,983 shares of Shell worth $742K as of Q1 2026.
Bruce G. Allen Investments bought 69 Shell shares in Q1 2026, an estimated $5.58K.
Shell made up 0.49% of Bruce G. Allen Investments's portfolio in Q1 2026, its #23 holding.
Bruce G. Allen Investments first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.