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Corient IA’s Shell SHEL Stock Holding History

Corient IA’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 		$298K Hold
3,200
– – 0.28% 143
2025
Q4 		$235K Sell
3,200
-1,800
-36% -$133K 0.22% 182
2025
Q3 		$358K Hold
5,000
– – 0.27% 151
2025
Q2 		$352K Hold
5,000
– – 0.21% 189
2025
Q1 		$366K Buy
+5,000
New +$337K 0.26% 162

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

Corient IA's SHEL Position: Q1 2026 in Review

Corient IA held its Shell (SHEL) position steady in Q1 2026 at 3,200 shares worth $298K. The position accounts for 0.28% of the portfolio, ranked #143.

Corient IA first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $366K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Corient IA held 3,200 shares of Shell worth $298K as of Q1 2026.
  • Corient IA left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.28% of Corient IA's portfolio in Q1 2026, its #143 holding.
  • Corient IA first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Shell position peaked at $366K in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.