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Caitlin John’s Shell SHEL Stock Holding History

Caitlin John’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 		$1.21K Hold
13
– – ﹤0.01% 778
2025
Q4 		$955 Hold
13
– – ﹤0.01% 805
2025
Q3 		$930 Buy
+13
New +$936 ﹤0.01% 773
2024
Q2 		– Sell
-23
Closed -$1.54K – 936
2024
Q1 		$1.54K Hold
23
– – ﹤0.01% 714
2023
Q4 		$1.51K Buy
+23
New +$1.51K ﹤0.01% 721

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

Caitlin John's SHEL Position: Q1 2026 in Review

Caitlin John held its Shell (SHEL) position steady in Q1 2026 at 13 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Caitlin John first reported a position in SHEL in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.54K in Q1 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Caitlin John held 13 shares of Shell worth $1.21K as of Q1 2026.
  • Caitlin John left its Shell share count unchanged in Q1 2026.
  • Shell made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #778 holding.
  • Caitlin John first reported a position in Shell in Q4 2023 and has held it in 5 quarters since.
  • Caitlin John's Shell position peaked at $1.54K in Q1 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.