Cetera Investment Advisers
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Cetera Investment Advisers’s Shell SHEL Stock Holding History

Cetera Investment Advisers’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
2025
Q1 		– Sell
-300
Closed -$495 – 4060
2024
Q4 		$495 Hold
300
– – ﹤0.01% 3756
2024
Q3 		$330 Hold
300
– – ﹤0.01% 3706
2024
Q2 		$180 Hold
300
– – ﹤0.01% 3718
2024
Q1 		$570 Hold
300
– – ﹤0.01% 3684
2023
Q4 		$319 Hold
300
– – ﹤0.01% 2228
2023
Q3 		$390 Buy
+300
New +$18.7K ﹤0.01% 2198

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 $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 $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

Cetera Investment Advisers's SHEL Position: Q1 2026 in Review

Cetera Investment Advisers increased its Shell (SHEL) stake by 4.5% in Q1 2026, buying an estimated $1.25M and bringing the position to 357,388 shares worth $33.2M. The position accounts for 0.04% of the portfolio, ranked #494.

Cetera Investment Advisers first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Cetera Investment Advisers held 357,388 shares of Shell worth $33.2M as of Q1 2026.
  • Cetera Investment Advisers bought 15,467 Shell shares in Q1 2026, an estimated $1.25M.
  • Shell made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #494 holding.
  • Cetera Investment Advisers first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.