CW
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CreativeOne Wealth’s Shell SHEL Stock Holding History

CreativeOne Wealth’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 		$295K Sell
3,172
-4,348
-58% -$351K 0.01% 984
2025
Q4 		$553K Sell
7,520
-383
-5% -$28.2K 0.01% 755
2025
Q3 		$565K Sell
7,903
-717
-8% -$51.6K 0.01% 729
2025
Q2 		$607K Buy
8,620
+563
+7% +$37.7K 0.02% 676
2025
Q1 		$590K Sell
8,057
-831
-9% -$56K 0.02% 640
2024
Q4 		$557K Buy
8,888
+564
+7% +$37K 0.02% 659
2024
Q3 		$549K Buy
8,324
+417
+5% +$29.5K 0.02% 599
2024
Q2 		$571K Sell
7,907
-471
-6% -$33.7K 0.03% 445
2024
Q1 		$561K Buy
8,378
+1,361
+19% +$87.2K 0.02% 536
2023
Q4 		$461K Sell
7,017
-474
-6% -$31.1K 0.03% 390
2023
Q3 		$482K Sell
7,491
-1,539
-17% -$95.8K 0.03% 342
2023
Q2 		$545K Buy
9,030
+722
+9% +$43.3K 0.03% 471
2023
Q1 		$478K Buy
8,308
+145
+2% +$8.53K 0.02% 481
2022
Q4 		$465K Sell
8,163
-825
-9% -$45.5K 0.03% 455
2022
Q3 		$448K Buy
8,988
+22
+0.2% +$1.13K 0.03% 435
2022
Q2 		$469K Sell
8,966
-588
-6% -$33K 0.03% 435
2022
Q1 		$525K Buy
+9,554
New +$507K 0.03% 420

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

CreativeOne Wealth's SHEL Position: Q1 2026 in Review

CreativeOne Wealth reduced its Shell (SHEL) stake by 58% in Q1 2026, selling an estimated $351K and leaving 3,172 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #984.

CreativeOne Wealth first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $607K in Q2 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • CreativeOne Wealth held 3,172 shares of Shell worth $295K as of Q1 2026.
  • CreativeOne Wealth sold 4,348 Shell shares in Q1 2026, an estimated $351K.
  • Shell made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #984 holding.
  • CreativeOne Wealth first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • CreativeOne Wealth's Shell position peaked at $607K in Q2 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.