Coastal Bridge Advisors’s Shell SHEL Stock Holding History

Coastal Bridge 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	$1.75M	Buy	18,826 +868	+5%	+$70.1K	0.12%	170
2025 Q4	$1.32M	Buy	17,958 +139	+0.8%	+$10.2K	0.1%	191
2025 Q3	$1.27M	Buy	17,819 +439	+3%	+$31.6K	0.1%	186
2025 Q2	$1.22M	Buy	+17,380	New	+$1.16M	0.1%	185
2025 Q1	–	Sell	-4,021	Closed	-$252K	–	375
2024 Q4	$252K	Buy	4,021 +8	+0.2%	+$524	0.06%	134
2024 Q3	$265K	Sell	4,013 -34	-0.8%	-$2.41K	0.07%	135
2024 Q2	$292K	Sell	4,047 -14	-0.3%	-$1K	0.07%	117
2024 Q1	$272K	Buy	4,061 +7	+0.2%	+$449	0.06%	129
2023 Q4	$267K	Buy	4,054 +28	+0.7%	+$1.84K	0.07%	125
2023 Q3	$259K	Sell	4,026 -40	-1%	-$2.49K	0.07%	120
2023 Q2	$245K	Buy	4,066 +90	+2%	+$5.4K	0.06%	123
2023 Q1	$229K	Buy	3,976 +6	+0.2%	+$353	0.06%	134
2022 Q4	$226K	Buy	+3,970	New	+$219K	0.06%	132
2022 Q3	–	Sell	-3,958	Closed	-$207K	–	182
2022 Q2	$207K	Buy	3,958 +7	+0.2%	+$393	0.06%	135
2022 Q1	$217K	Buy	+3,951	New	+$210K	0.05%	145

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Coastal Bridge Advisors's SHEL Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Shell (SHEL) stake by 4.8% in Q1 2026, buying an estimated $70.1K and bringing the position to 18,826 shares worth $1.75M. The position accounts for 0.12% of the portfolio, ranked #170.

Coastal Bridge Advisors first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Coastal Bridge Advisors held 18,826 shares of Shell worth $1.75M as of Q1 2026.
Coastal Bridge Advisors bought 868 Shell shares in Q1 2026, an estimated $70.1K.
Shell made up 0.12% of Coastal Bridge Advisors's portfolio in Q1 2026, its #170 holding.
Coastal Bridge Advisors first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.