Daymark Wealth Partners’s Shell SHEL Stock Holding History

Daymark Wealth Partners’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	$842K	Sell	9,058 -638	-7%	-$51.6K	0.03%	326
2025 Q4	$712K	Buy	9,696 +149	+2%	+$11K	0.02%	330
2025 Q3	$683K	Buy	9,547 +886	+10%	+$63.8K	0.02%	328
2025 Q2	$610K	Sell	8,661 -1,294	-13%	-$86.7K	0.02%	321
2025 Q1	$729K	Sell	9,955 -9,981	-50%	-$672K	0.03%	288
2024 Q4	$1.25M	Sell	19,936 -2,024	-9%	-$133K	0.05%	205
2024 Q3	$1.45M	Buy	21,960 +958	+5%	+$67.8K	0.06%	195
2024 Q2	$1.52M	Buy	21,002 +17,890	+575%	+$1.28M	0.07%	185
2024 Q1	$209K	Sell	3,112 -200	-6%	-$12.8K	0.01%	410
2023 Q4	$218K	Sell	3,312 -364	-10%	-$23.9K	0.01%	372
2023 Q3	$237K	Buy	+3,676	New	+$229K	0.02%	340

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

Daymark Wealth Partners's SHEL Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Shell (SHEL) stake by 6.6% in Q1 2026, selling an estimated $51.6K and leaving 9,058 shares worth $842K. The position accounts for 0.03% of the portfolio, ranked #326.

Daymark Wealth Partners first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Daymark Wealth Partners held 9,058 shares of Shell worth $842K as of Q1 2026.
Daymark Wealth Partners sold 638 Shell shares in Q1 2026, an estimated $51.6K.
Shell made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #326 holding.
Daymark Wealth Partners first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
Daymark Wealth Partners's Shell position peaked at $1.52M in Q2 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.