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DHJJ Financial Advisors’s Shell SHEL Stock Holding History

DHJJ Financial 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 		$10.6K Hold
114
– – ﹤0.01% 602
2025
Q4 		$8.38K Hold
114
– – ﹤0.01% 591
2025
Q3 		$8.15K Buy
114
+24
+27% +$1.73K ﹤0.01% 573
2025
Q2 		$6.34K Hold
90
– – ﹤0.01% 584
2025
Q1 		$6.6K Hold
90
– – ﹤0.01% 545
2024
Q4 		$5.64K Hold
90
– – ﹤0.01% 543
2024
Q3 		$5.94K Hold
90
– – ﹤0.01% 533
2024
Q2 		$6.5K Hold
90
– – ﹤0.01% 494
2024
Q1 		$6.03K Hold
90
– – ﹤0.01% 487
2023
Q4 		$5.92K Hold
90
– – ﹤0.01% 482
2023
Q3 		$5.79K Buy
+90
New +$5.6K ﹤0.01% 479

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

DHJJ Financial Advisors's SHEL Position: Q1 2026 in Review

DHJJ Financial Advisors held its Shell (SHEL) position steady in Q1 2026 at 114 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

DHJJ Financial Advisors first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • DHJJ Financial Advisors held 114 shares of Shell worth $10.6K as of Q1 2026.
  • DHJJ Financial Advisors left its Shell share count unchanged in Q1 2026.
  • Shell made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #602 holding.
  • DHJJ Financial Advisors first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.