E3F
SHEL icon

Eight 31 Financial’s Shell SHEL Stock Holding History

Eight 31 Financial’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 		$578K Sell
6,212
-346
-5% -$28K 0.35% 41
2025
Q4 		$482K Buy
6,558
+64
+1% +$4.71K 0.26% 43
2025
Q3 		$465K Buy
6,494
+64
+1% +$4.61K 0.26% 46
2025
Q2 		$453K Sell
6,430
-36
-0.6% -$2.41K 0.3% 45
2025
Q1 		$474K Buy
6,466
+10
+0.2% +$674 0.3% 46
2024
Q4 		$404K Buy
6,456
+68
+1% +$4.46K 0.3% 46
2024
Q3 		$421K Sell
6,388
-90
-1% -$6.37K 0.32% 44
2024
Q2 		$468K Sell
6,478
-1,897
-23% -$136K 0.36% 42
2024
Q1 		$561K Buy
8,375
+1,348
+19% +$86.4K 0.35% 58
2023
Q4 		$462K Buy
+7,027
New +$461K 0.28% 64

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

Eight 31 Financial's SHEL Position: Q1 2026 in Review

Eight 31 Financial reduced its Shell (SHEL) stake by 5.3% in Q1 2026, selling an estimated $28K and leaving 6,212 shares worth $578K. The position accounts for 0.35% of the portfolio, ranked #41.

Eight 31 Financial first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Eight 31 Financial held 6,212 shares of Shell worth $578K as of Q1 2026.
  • Eight 31 Financial sold 346 Shell shares in Q1 2026, an estimated $28K.
  • Shell made up 0.35% of Eight 31 Financial's portfolio in Q1 2026, its #41 holding.
  • Eight 31 Financial first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.