Essex Financial Services’s Shell SHEL Stock Holding History

Essex Financial Services’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	$487K	Sell	5,236 -37	-0.7%	-$2.99K	0.03%	464
2025 Q4	$387K	Buy	5,273 +490	+10%	+$36.1K	0.02%	521
2025 Q3	$342K	Buy	4,783 +169	+4%	+$12.2K	0.02%	536
2025 Q2	$325K	Sell	4,614 -2,492	-35%	-$167K	0.02%	525
2025 Q1	$521K	Buy	7,106 +2,199	+45%	+$148K	0.04%	376
2024 Q4	$307K	Sell	4,907 -118	-2%	-$7.73K	0.02%	485
2024 Q3	$337K	Sell	5,025 -2,352	-32%	-$167K	0.02%	460
2024 Q2	$526K	Buy	7,377 +4,387	+147%	+$314K	0.04%	369
2024 Q1	$200K	Buy	+2,990	New	+$192K	0.02%	515

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essex Financial Services's SHEL Position: Q1 2026 in Review

Essex Financial Services reduced its Shell (SHEL) stake by 0.7% in Q1 2026, selling an estimated $2.99K and leaving 5,236 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #464.

Essex Financial Services first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. The position peaked at $526K in Q2 2024. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Essex Financial Services held 5,236 shares of Shell worth $487K as of Q1 2026.
Essex Financial Services sold 37 Shell shares in Q1 2026, an estimated $2.99K.
Shell made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #464 holding.
Essex Financial Services first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
Essex Financial Services's Shell position peaked at $526K in Q2 2024.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.