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DecisionPoint Financial’s Shell SHEL Stock Holding History

DecisionPoint Financial’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 		$21.2K Hold
228
– – ﹤0.01% 136
2025
Q4 		$16.8K Buy
228
+195
+591% +$14.4K ﹤0.01% 150
2025
Q3 		$2.39K Buy
33
+22
+200% +$1.58K ﹤0.01% 226
2025
Q2 		$784 Buy
+11
New +$737 ﹤0.01% 358
2025
Q1 		– Sell
-100
Closed -$6.26K – 272
2024
Q4 		$6.26K Hold
100
– – ﹤0.01% 184
2024
Q3 		$6.59K Hold
100
– – ﹤0.01% 174
2024
Q2 		$7.32K Hold
100
– – ﹤0.01% 171
2024
Q1 		$7.33K Buy
+100
New +$6.41K ﹤0.01% 178

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

DecisionPoint Financial's SHEL Position: Q1 2026 in Review

DecisionPoint Financial held its Shell (SHEL) position steady in Q1 2026 at 228 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

DecisionPoint Financial first reported a position in SHEL in Q1 2024 and has held it in 8 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • DecisionPoint Financial held 228 shares of Shell worth $21.2K as of Q1 2026.
  • DecisionPoint Financial left its Shell share count unchanged in Q1 2026.
  • Shell made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #136 holding.
  • DecisionPoint Financial first reported a position in Shell in Q1 2024 and has held it in 8 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.