CMMS
SHEL icon

Comprehensive Money Management Services’s Shell SHEL Stock Holding History

Comprehensive Money Management Services’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 		$322K Sell
3,457
-500
-13% -$40.4K 0.21% 149
2025
Q4 		$291K Hold
3,957
– – 0.2% 152
2025
Q3 		$283K Hold
3,957
– – 0.2% 155
2025
Q2 		$279K Sell
3,957
-218
-5% -$14.6K 0.21% 143
2025
Q1 		$306K Hold
4,175
– – 0.25% 134
2024
Q4 		$262K Buy
+4,175
New +$274K 0.22% 143

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

Comprehensive Money Management Services's SHEL Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Shell (SHEL) stake by 13% in Q1 2026, selling an estimated $40.4K and leaving 3,457 shares worth $322K. The position accounts for 0.21% of the portfolio, ranked #149.

Comprehensive Money Management Services first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Comprehensive Money Management Services held 3,457 shares of Shell worth $322K as of Q1 2026.
  • Comprehensive Money Management Services sold 500 Shell shares in Q1 2026, an estimated $40.4K.
  • Shell made up 0.21% of Comprehensive Money Management Services's portfolio in Q1 2026, its #149 holding.
  • Comprehensive Money Management Services first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.