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Cordatus Wealth Management’s Shell SHEL Stock Holding History

Cordatus Wealth Management’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
-5,181
Closed -$381K – 186
2025
Q4 		$381K Sell
5,181
-319
-6% -$23.5K 0.09% 131
2025
Q3 		$393K Buy
5,500
+141
+3% +$10.2K 0.09% 127
2025
Q2 		$377K Sell
5,359
-114
-2% -$7.64K 0.09% 129
2025
Q1 		$401K Buy
5,473
+96
+2% +$6.47K 0.11% 117
2024
Q4 		$337K Buy
5,377
+33
+0.6% +$2.16K 0.09% 124
2024
Q3 		$352K Hold
5,344
– – 0.13% 101
2024
Q2 		$386K Buy
+5,344
New +$382K 0.14% 97
2023
Q3 		– Sell
-6,148
Closed -$371K – 131
2023
Q2 		$371K Buy
+6,148
New +$369K 0.14% 108

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

Cordatus Wealth Management's SHEL Position: Q1 2026 in Review

Cordatus Wealth Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 5,181 shares — an estimated $381K sold.

Cordatus Wealth Management first reported a position in SHEL in Q2 2023 and held it in 8 quarters. The position peaked at $401K in Q1 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Cordatus Wealth Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 5,181 Shell shares in Q1 2026, an estimated $381K.
  • Cordatus Wealth Management first reported a position in Shell in Q2 2023 and held it in 8 quarters.
  • Cordatus Wealth Management's Shell position peaked at $401K in Q1 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.