Creative Planning
SHEL icon

Creative Planning’s Shell SHEL Stock Holding History

Creative Planning’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 		$42.4M Buy
455,612
+32,780
+8% +$2.65M 0.03% 245
2025
Q4 		$31.1M Buy
422,832
+38,647
+10% +$2.85M 0.02% 283
2025
Q3 		$27.5M Buy
384,185
+30,535
+9% +$2.2M 0.02% 293
2025
Q2 		$24.9M Buy
353,650
+10,883
+3% +$729K 0.02% 293
2025
Q1 		$25.1M Buy
342,767
+37,040
+12% +$2.5M 0.02% 274
2024
Q4 		$19.2M Sell
305,727
-764
-0.2% -$50.1K 0.02% 306
2024
Q3 		$20.2M Buy
306,491
+13,904
+5% +$985K 0.02% 281
2024
Q2 		$21.1M Buy
292,587
+29,677
+11% +$2.12M 0.02% 256
2024
Q1 		$17.6M Buy
262,910
+18,086
+7% +$1.16M 0.02% 293
2023
Q4 		$16.1M Sell
244,824
-14,590
-6% -$957K 0.03% 285
2023
Q3 		$16.7M Buy
259,414
+75,857
+41% +$4.72M 0.02% 265
2023
Q2 		$11.1M Buy
183,557
+50,614
+38% +$3.04M 0.01% 328
2023
Q1 		$7.65M Sell
132,943
-14,336
-10% -$843K 0.01% 396
2022
Q4 		$8.39M Buy
147,279
+11,267
+8% +$621K 0.01% 372
2022
Q3 		$6.77M Buy
136,012
+20,118
+17% +$1.04M 0.01% 381
2022
Q2 		$6.06M Buy
115,894
+28,861
+33% +$1.62M 0.01% 413
2022
Q1 		$4.78M Buy
+87,033
New +$4.62M 0.01% 461

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

Creative Planning's SHEL Position: Q1 2026 in Review

Creative Planning increased its Shell (SHEL) stake by 7.8% in Q1 2026, buying an estimated $2.65M and bringing the position to 455,612 shares worth $42.4M. The position accounts for 0.03% of the portfolio, ranked #245.

Creative Planning first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Creative Planning held 455,612 shares of Shell worth $42.4M as of Q1 2026.
  • Creative Planning bought 32,780 Shell shares in Q1 2026, an estimated $2.65M.
  • Shell made up 0.03% of Creative Planning's portfolio in Q1 2026, its #245 holding.
  • Creative Planning first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.