Crescent Grove Advisors’s Shell SHEL Stock Holding History

Crescent Grove Advisors’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	$236K	Sell	2,536 -968	-28%	-$78.2K	0.02%	266
2025 Q4	$258K	Sell	3,504 -660	-16%	-$48.6K	0.02%	257
2025 Q3	$298K	Sell	4,164 -1,563	-27%	-$113K	0.03%	231
2025 Q2	$403K	Buy	+5,727	New	+$384K	0.04%	180
2024 Q4	–	Sell	-8,835	Closed	-$583K	–	294
2024 Q3	$583K	Buy	8,835 +1,531	+21%	+$108K	0.06%	155
2024 Q2	$527K	Sell	7,304 -520	-7%	-$37.2K	0.06%	159
2024 Q1	$525K	Buy	7,824 +26	+0.3%	+$1.67K	0.05%	179
2023 Q4	$513K	Buy	7,798 +3,269	+72%	+$215K	0.06%	170
2023 Q3	$292K	Buy	4,529 +36	+0.8%	+$2.24K	0.04%	226
2023 Q2	$271K	Sell	4,493 -1,482	-25%	-$88.9K	0.03%	242
2023 Q1	$344K	Sell	5,975 -3,234	-35%	-$190K	0.04%	218
2022 Q4	$524K	Buy	9,209 +1,901	+26%	+$105K	0.05%	170
2022 Q3	$364K	Buy	+7,308	New	+$377K	0.04%	187

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crescent Grove Advisors's SHEL Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Shell (SHEL) stake by 28% in Q1 2026, selling an estimated $78.2K and leaving 2,536 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #266.

Crescent Grove Advisors first reported a position in SHEL in Q3 2022 and has held it in 13 quarters since. The position peaked at $583K in Q3 2024. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Crescent Grove Advisors held 2,536 shares of Shell worth $236K as of Q1 2026.
Crescent Grove Advisors sold 968 Shell shares in Q1 2026, an estimated $78.2K.
Shell made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #266 holding.
Crescent Grove Advisors first reported a position in Shell in Q3 2022 and has held it in 13 quarters since.
Crescent Grove Advisors's Shell position peaked at $583K in Q3 2024.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.