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Commonwealth Retirement Investments’s Shell SHEL Stock Holding History

Commonwealth Retirement Investments’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
-200
Closed -$14.7K – 367
2025
Q4 		$14.7K Buy
+200
New +$14.7K ﹤0.01% 282

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

Commonwealth Retirement Investments's SHEL Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of Shell (SHEL) in Q1 2026, closing a stake of 200 shares — an estimated $14.7K sold.

Commonwealth Retirement Investments first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $14.7K in Q4 2025. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 200 Shell shares in Q1 2026, an estimated $14.7K.
  • Commonwealth Retirement Investments first reported a position in Shell in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's Shell position peaked at $14.7K in Q4 2025.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.