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Dynasty Wealth Management’s Shell SHEL Stock Holding History

Dynasty Wealth Management’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 		$2.64M Sell
28,334
-1,270
-4% -$103K 0.02% 107
2025
Q4 		$2.18M Buy
29,604
+1,098
+4% +$80.9K 0.02% 124
2025
Q3 		$2.04M Buy
+28,506
New +$2.05M 0.03% 118
2024
Q2 		– Sell
-9,546
Closed -$640K – 273
2024
Q1 		$640K Buy
+9,546
New +$612K 0.02% 164

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

Dynasty Wealth Management's SHEL Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Shell (SHEL) stake by 4.3% in Q1 2026, selling an estimated $103K and leaving 28,334 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #107.

Dynasty Wealth Management first reported a position in SHEL in Q1 2024 and has held it in 4 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Dynasty Wealth Management held 28,334 shares of Shell worth $2.64M as of Q1 2026.
  • Dynasty Wealth Management sold 1,270 Shell shares in Q1 2026, an estimated $103K.
  • Shell made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Dynasty Wealth Management first reported a position in Shell in Q1 2024 and has held it in 4 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.