CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Shell SHEL Stock Holding History

CAPTRUST Financial Advisors’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 		$186K Buy
+2,000
New +$162K ﹤0.01% 2706

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

CAPTRUST Financial Advisors's SHEL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Shell (SHEL) stake by 1% in Q1 2026, buying an estimated $147K and bringing the position to 182,454 shares worth $17M. The position accounts for 0.03% of the portfolio, ranked #411.

CAPTRUST Financial Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • CAPTRUST Financial Advisors held 182,454 shares of Shell worth $17M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 1,824 Shell shares in Q1 2026, an estimated $147K.
  • Shell made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #411 holding.
  • CAPTRUST Financial Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.