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Councilmark Asset Management’s Shell SHEL Stock Holding History

Councilmark Asset 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 		$684K Hold
7,355
– – 0.39% 46
2025
Q4 		$540K Sell
7,355
-420
-5% -$30.9K 0.3% 55
2025
Q3 		$556K Hold
7,775
– – 0.32% 55
2025
Q2 		$547K Hold
7,775
– – 0.35% 57
2025
Q1 		$570K Hold
7,775
– – 0.38% 53
2024
Q4 		$487K Buy
7,775
+50
+0.6% +$3.28K 0.33% 55
2024
Q3 		$509K Hold
7,725
– – 0.34% 55
2024
Q2 		$558K Hold
7,725
– – 0.4% 53
2024
Q1 		$518K Buy
+7,725
New +$495K 0.37% 54

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

Councilmark Asset Management's SHEL Position: Q1 2026 in Review

Councilmark Asset Management held its Shell (SHEL) position steady in Q1 2026 at 7,355 shares worth $684K. The position accounts for 0.39% of the portfolio, ranked #46.

Councilmark Asset Management first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Councilmark Asset Management held 7,355 shares of Shell worth $684K as of Q1 2026.
  • Councilmark Asset Management left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.39% of Councilmark Asset Management's portfolio in Q1 2026, its #46 holding.
  • Councilmark Asset Management first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.