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Edgemoor Investment Advisors’s Shell SHEL Stock Holding History

Edgemoor Investment 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 		$14.6M Sell
156,690
-811
-0.5% -$65.5K 1.15% 26
2025
Q4 		$11.6M Sell
157,501
-3,528
-2% -$260K 0.9% 30
2025
Q3 		$11.5M Buy
161,029
+1,376
+0.9% +$99.1K 0.89% 30
2025
Q2 		$11.2M Buy
159,653
+1,680
+1% +$113K 0.97% 29
2025
Q1 		$11.6M Buy
157,973
+2,555
+2% +$172K 1.06% 26
2024
Q4 		$9.74M Sell
155,418
-2,371
-2% -$155K 0.86% 29
2024
Q3 		$10.4M Buy
157,789
+3,288
+2% +$233K 0.9% 31
2024
Q2 		$11.2M Buy
154,501
+11,407
+8% +$815K 1.04% 24
2024
Q1 		$9.59M Buy
143,094
+7,623
+6% +$488K 0.91% 30
2023
Q4 		$8.91M Buy
135,471
+10,172
+8% +$667K 0.93% 28
2023
Q3 		$8.07M Buy
125,299
+2,337
+2% +$145K 0.95% 27
2023
Q2 		$7.42M Buy
122,962
+501
+0.4% +$30.1K 0.84% 34
2023
Q1 		$7.05M Buy
122,461
+787
+0.6% +$46.3K 0.86% 35
2022
Q4 		$6.93M Buy
121,674
+13,439
+12% +$741K 0.87% 36
2022
Q3 		$5.39M Buy
108,235
+67,568
+166% +$3.48M 0.72% 42
2022
Q2 		$2.13M Buy
+40,667
New +$2.28M 0.27% 68

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

Edgemoor Investment Advisors's SHEL Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Shell (SHEL) stake by 0.51% in Q1 2026, selling an estimated $65.5K and leaving 156,690 shares worth $14.6M. The position accounts for 1.15% of the portfolio, ranked #26.

Edgemoor Investment Advisors first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Edgemoor Investment Advisors held 156,690 shares of Shell worth $14.6M as of Q1 2026.
  • Edgemoor Investment Advisors sold 811 Shell shares in Q1 2026, an estimated $65.5K.
  • Shell made up 1.15% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • Edgemoor Investment Advisors first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.