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Eads & Heald Wealth Management’s Shell SHEL Stock Holding History

Eads & Heald 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 		$757K Buy
8,141
+1,465
+22% +$118K 0.38% 92
2025
Q4 		$491K Buy
6,676
+3,230
+94% +$238K 0.24% 114
2025
Q3 		$246K Sell
3,446
-345
-9% -$24.8K 0.12% 131
2025
Q2 		$267K Sell
3,791
-105
-3% -$7.04K 0.13% 128
2025
Q1 		$285K Sell
3,896
-23
-0.6% -$1.55K 0.14% 125
2024
Q4 		$246K Sell
3,919
-120
-3% -$7.86K 0.12% 131
2024
Q3 		$266K Sell
4,039
-210
-5% -$14.9K 0.13% 129
2024
Q2 		$307K Sell
4,249
-175
-4% -$12.5K 0.15% 124
2024
Q1 		$297K Sell
4,424
-105
-2% -$6.73K 0.14% 123
2023
Q4 		$298K Hold
4,529
– – 0.14% 122
2023
Q3 		$292K Sell
4,529
-415
-8% -$25.8K 0.15% 123
2023
Q2 		$299K Hold
4,944
– – 0.15% 123
2023
Q1 		$284K Buy
4,944
+395
+9% +$23.2K 0.14% 126
2022
Q4 		$259K Buy
4,549
+210
+5% +$11.6K 0.13% 134
2022
Q3 		$216K Buy
+4,339
New +$224K 0.12% 133

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

Eads & Heald Wealth Management's SHEL Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Shell (SHEL) stake by 22% in Q1 2026, buying an estimated $118K and bringing the position to 8,141 shares worth $757K. The position accounts for 0.38% of the portfolio, ranked #92.

Eads & Heald Wealth Management first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Eads & Heald Wealth Management held 8,141 shares of Shell worth $757K as of Q1 2026.
  • Eads & Heald Wealth Management bought 1,465 Shell shares in Q1 2026, an estimated $118K.
  • Shell made up 0.38% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Eads & Heald Wealth Management first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.