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Duncker Streett & Co’s Shell SHEL Stock Holding History

Duncker Streett & Co’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 		$278K Buy
2,985
+7
+0.2% +$566 0.05% 217
2025
Q4 		$219K Buy
2,978
+9
+0.3% +$663 0.04% 226
2025
Q3 		$212K Buy
2,969
+9
+0.3% +$648 0.04% 231
2025
Q2 		$208K Sell
2,960
-338
-10% -$22.7K 0.04% 228
2025
Q1 		$242K Buy
3,298
+9
+0.3% +$606 0.05% 210
2024
Q4 		$206K Sell
3,289
-845
-20% -$55.4K 0.04% 220
2024
Q3 		$273K Buy
4,134
+8
+0.2% +$567 0.05% 207
2024
Q2 		$298K Buy
4,126
+8
+0.2% +$572 0.06% 199
2024
Q1 		$276K Buy
4,118
+808
+24% +$51.8K 0.05% 199
2023
Q4 		$218K Buy
3,310
+9
+0.3% +$591 0.05% 204
2023
Q3 		$213K Sell
3,301
-792
-19% -$49.3K 0.05% 204
2023
Q2 		$247K Sell
4,093
-228
-5% -$13.7K 0.06% 194
2023
Q1 		$249K Sell
4,321
-464
-10% -$27.3K 0.06% 188
2022
Q4 		$273K Buy
4,785
+7
+0.1% +$386 0.07% 187
2022
Q3 		$238K Sell
4,778
-279
-6% -$14.4K 0.06% 194
2022
Q2 		$264K Hold
5,057
– – 0.06% 196
2022
Q1 		$278K Buy
+5,057
New +$268K 0.06% 210

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

Duncker Streett & Co's SHEL Position: Q1 2026 in Review

Duncker Streett & Co increased its Shell (SHEL) stake by 0.24% in Q1 2026, buying an estimated $566 and bringing the position to 2,985 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #217.

Duncker Streett & Co first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $298K in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Duncker Streett & Co held 2,985 shares of Shell worth $278K as of Q1 2026.
  • Duncker Streett & Co bought 7 Shell shares in Q1 2026, an estimated $566.
  • Shell made up 0.05% of Duncker Streett & Co's portfolio in Q1 2026, its #217 holding.
  • Duncker Streett & Co first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Duncker Streett & Co's Shell position peaked at $298K in Q2 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.