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Denali Advisors’s Shell SHEL Stock Holding History

Denali 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 		$1M Sell
10,753
-74
-0.7% -$5.98K 0.11% 175
2025
Q4 		$796K Buy
10,827
+137
+1% +$10.1K 0.09% 206
2025
Q3 		$765K Sell
10,690
-5,974
-36% -$430K 0.09% 190
2025
Q2 		$1.17M Sell
16,664
-247
-1% -$16.6K 0.12% 160
2025
Q1 		$1.24M Sell
16,911
-90
-0.5% -$6.06K 0.14% 155
2024
Q4 		$1.07M Buy
17,001
+182
+1% +$11.9K 0.11% 166
2024
Q3 		$1.11M Buy
+16,819
New +$1.19M 0.12% 163

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

Denali Advisors's SHEL Position: Q1 2026 in Review

Denali Advisors reduced its Shell (SHEL) stake by 0.68% in Q1 2026, selling an estimated $5.98K and leaving 10,753 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #175.

Denali Advisors first reported a position in SHEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q1 2025. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Denali Advisors held 10,753 shares of Shell worth $1M as of Q1 2026.
  • Denali Advisors sold 74 Shell shares in Q1 2026, an estimated $5.98K.
  • Shell made up 0.11% of Denali Advisors's portfolio in Q1 2026, its #175 holding.
  • Denali Advisors first reported a position in Shell in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's Shell position peaked at $1.24M in Q1 2025.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.