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Center for Financial Planning’s Shell SHEL Stock Holding History

Center for Financial Planning’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 		– Sell
-112
Closed -$8.23K – 713
2025
Q4 		$8.23K Hold
112
– – ﹤0.01% 516
2025
Q3 		$8.01K Hold
112
– – ﹤0.01% 511
2025
Q2 		$7.89K Hold
112
– – ﹤0.01% 484
2025
Q1 		$8.21K Hold
112
– – ﹤0.01% 490
2024
Q4 		$7.02K Buy
+112
New +$7.34K ﹤0.01% 458
2022
Q4 		– Sell
-80
Closed -$4K – 643
2022
Q3 		$4K Hold
80
– – ﹤0.01% 449
2022
Q2 		$4K Hold
80
– – ﹤0.01% 441
2022
Q1 		$4K Buy
+80
New +$4.25K ﹤0.01% 446

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 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 $1.55T AUM 33.47% 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 $580B AUM 38.23% 1-Year Est. Return

Center for Financial Planning's SHEL Position: Q1 2026 in Review

Center for Financial Planning sold out of Shell (SHEL) in Q1 2026, closing a stake of 112 shares — an estimated $8.23K sold.

Center for Financial Planning first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $8.23K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Center for Financial Planning reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 112 Shell shares in Q1 2026, an estimated $8.23K.
  • Center for Financial Planning first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Center for Financial Planning's Shell position peaked at $8.23K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.