Carson Wealth (CWM LLC)
SHEL icon

Carson Wealth (CWM LLC)’s Shell SHEL Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.68M Sell
61,089
-7,361
-11% -$595K 0.01% 751
2025
Q4 		$5.03M Sell
68,450
-6,740
-9% -$496K 0.01% 770
2025
Q3 		$5.38M Buy
75,190
+12,941
+21% +$932K 0.02% 682
2025
Q2 		$4.38M Buy
62,249
+12,968
+26% +$869K 0.02% 630
2025
Q1 		$3.61M Sell
49,281
-3,462
-7% -$233K 0.01% 623
2024
Q4 		$3.3M Sell
52,743
-171
-0.3% -$11.2K 0.01% 585
2024
Q3 		$3.49M Buy
52,914
+4,660
+10% +$330K 0.02% 534
2024
Q2 		$3.48M Buy
48,254
+1,501
+3% +$107K 0.02% 501
2024
Q1 		$3.13M Sell
46,753
-10,818
-19% -$693K 0.02% 519
2023
Q4 		$3.79M Sell
57,571
-430
-0.7% -$28.2K 0.02% 448
2023
Q3 		$3.73M Buy
58,001
+2,153
+4% +$134K 0.02% 419
2023
Q2 		$3.37M Buy
55,848
+23,528
+73% +$1.41M 0.02% 421
2023
Q1 		$1.86M Buy
32,320
+1,779
+6% +$105K 0.01% 491
2022
Q4 		$1.74M Buy
30,541
+4,203
+16% +$232K 0.01% 469
2022
Q3 		$1.31M Buy
26,338
+219
+0.8% +$11.3K 0.01% 489
2022
Q2 		$1.37M Buy
+26,119
New +$1.47M 0.01% 485

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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.89T AUM 35.08% 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 $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHEL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Shell (SHEL) stake by 11% in Q1 2026, selling an estimated $595K and leaving 61,089 shares worth $5.68M. The position accounts for 0.01% of the portfolio, ranked #751.

Carson Wealth (CWM LLC) first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,590 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 61,089 shares of Shell worth $5.68M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,361 Shell shares in Q1 2026, an estimated $595K.
  • Shell made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #751 holding.
  • Carson Wealth (CWM LLC) first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.