Estate Planners Group’s Shell SHEL Stock Holding History

Estate Planners Group’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	–	Sell	-60	Closed	-$4.42K	–	354
2025 Q4	$4.42K	Buy	+60	New	+$4.42K	﹤0.01%	347

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Estate Planners Group's SHEL Position: Q1 2026 in Review

Estate Planners Group sold out of Shell (SHEL) in Q1 2026, closing a stake of 60 shares — an estimated $4.42K sold.

Estate Planners Group first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $4.42K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Estate Planners Group reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 60 Shell shares in Q1 2026, an estimated $4.42K.
Estate Planners Group first reported a position in Shell in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Shell position peaked at $4.42K in Q4 2025.
1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.