C
SHEL icon

Certuity’s Shell SHEL Stock Holding History

Certuity’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 		$626K Sell
6,734
-75
-1% -$6.06K 0.04% 243
2025
Q4 		$500K Sell
6,809
-3,078
-31% -$227K 0.03% 272
2025
Q3 		$707K Sell
9,887
-533
-5% -$38.4K 0.05% 196
2025
Q2 		$734K Sell
10,420
-165
-2% -$11.1K 0.07% 154
2025
Q1 		$776K Sell
10,585
-96
-0.9% -$6.47K 0.08% 143
2024
Q4 		$669K Buy
10,681
+370
+4% +$24.2K 0.07% 148
2024
Q3 		$680K Buy
10,311
+388
+4% +$27.5K 0.07% 158
2024
Q2 		$716K Buy
9,923
+169
+2% +$12.1K 0.06% 152
2024
Q1 		$654K Buy
9,754
+241
+3% +$15.4K 0.06% 148
2023
Q4 		$626K Buy
+9,513
New +$624K 0.06% 155

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

Certuity's SHEL Position: Q1 2026 in Review

Certuity reduced its Shell (SHEL) stake by 1.1% in Q1 2026, selling an estimated $6.06K and leaving 6,734 shares worth $626K. The position accounts for 0.04% of the portfolio, ranked #243.

Certuity first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $776K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Certuity held 6,734 shares of Shell worth $626K as of Q1 2026.
  • Certuity sold 75 Shell shares in Q1 2026, an estimated $6.06K.
  • Shell made up 0.04% of Certuity's portfolio in Q1 2026, its #243 holding.
  • Certuity first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • Certuity's Shell position peaked at $776K in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.