EW
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Element Wealth’s Shell SHEL Stock Holding History

Element Wealth’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 		$476K Sell
5,122
-129
-2% -$10.4K 0.2% 113
2025
Q4 		$386K Buy
5,251
+27
+0.5% +$1.99K 0.16% 130
2025
Q3 		$374K Buy
5,224
+230
+5% +$16.6K 0.16% 122
2025
Q2 		$352K Sell
4,994
-853
-15% -$57.2K 0.16% 117
2025
Q1 		$428K Buy
5,847
+36
+0.6% +$2.42K 0.23% 84
2024
Q4 		$364K Buy
5,811
+40
+0.7% +$2.62K 0.19% 96
2024
Q3 		$381K Sell
5,771
-19
-0.3% -$1.35K 0.2% 95
2024
Q2 		$418K Sell
5,790
-472
-8% -$33.7K 0.24% 77
2024
Q1 		$420K Buy
6,262
+35
+0.6% +$2.24K 0.25% 79
2023
Q4 		$410K Sell
6,227
-470
-7% -$30.8K 0.26% 68
2023
Q3 		$431K Buy
6,697
+3
+0% +$187 0.31% 61
2023
Q2 		$404K Buy
6,694
+37
+0.6% +$2.22K 0.28% 65
2023
Q1 		$383K Buy
6,657
+223
+3% +$13.1K 0.29% 66
2022
Q4 		$366K Sell
6,434
-344
-5% -$19K 0.3% 69
2022
Q3 		$337K Buy
6,778
+88
+1% +$4.54K 0.31% 67
2022
Q2 		$350K Buy
6,690
+36
+0.5% +$2.02K 0.35% 62
2022
Q1 		$366K Buy
+6,654
New +$353K 0.29% 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

Element Wealth's SHEL Position: Q1 2026 in Review

Element Wealth reduced its Shell (SHEL) stake by 2.5% in Q1 2026, selling an estimated $10.4K and leaving 5,122 shares worth $476K. The position accounts for 0.2% of the portfolio, ranked #113.

Element Wealth first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Element Wealth held 5,122 shares of Shell worth $476K as of Q1 2026.
  • Element Wealth sold 129 Shell shares in Q1 2026, an estimated $10.4K.
  • Shell made up 0.2% of Element Wealth's portfolio in Q1 2026, its #113 holding.
  • Element Wealth first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.