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Coppell Advisory Solutions’s Shell SHEL Stock Holding History

Coppell Advisory Solutions’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
-20,989
Closed -$1.55M – 291
2025
Q4 		$1.55M Sell
20,989
-379
-2% -$27.9K 0.15% 137
2025
Q3 		$1.55M Sell
21,368
-2,171
-9% -$156K 0.16% 134
2025
Q2 		$1.67M Sell
23,539
-3,539
-13% -$237K 0.2% 113
2025
Q1 		$1.77M Sell
27,078
-12,689
-32% -$855K 0.25% 97
2024
Q4 		$2.46M Buy
39,767
+6,212
+19% +$407K 0.34% 59
2024
Q3 		$2.22M Buy
33,555
+2,446
+8% +$173K 0.33% 68
2024
Q2 		$2.25M Buy
+31,109
New +$2.22M 0.37% 60
2023
Q4 		$1.8M Buy
27,359
+7,153
+35% +$469K 0.36% 68
2023
Q3 		$1.15M Sell
20,206
-4,262
-17% -$265K 0.4% 61
2023
Q2 		$1.46M Buy
24,468
+3,273
+15% +$196K 0.41% 59
2023
Q1 		$1.22M Buy
21,195
+989
+5% +$58.2K 0.4% 67
2022
Q4 		$1.15M Buy
+20,206
New +$1.11M 0.39% 65

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

Coppell Advisory Solutions's SHEL Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Shell (SHEL) in Q1 2026, closing a stake of 20,989 shares — an estimated $1.55M sold.

Coppell Advisory Solutions first reported a position in SHEL in Q4 2022 and held it in 12 quarters. The position peaked at $2.46M in Q4 2024. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 20,989 Shell shares in Q1 2026, an estimated $1.55M.
  • Coppell Advisory Solutions first reported a position in Shell in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Shell position peaked at $2.46M in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.