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Exencial Wealth Advisors’s Shell SHEL Stock Holding History

Exencial Wealth 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 		$6.33M Buy
68,043
+2,384
+4% +$193K 0.2% 121
2025
Q4 		$4.82M Buy
65,659
+1,473
+2% +$109K 0.15% 140
2025
Q3 		$4.59M Buy
64,186
+4,265
+7% +$307K 0.15% 144
2025
Q2 		$4.22M Sell
59,921
-247
-0.4% -$16.6K 0.15% 149
2025
Q1 		$4.41M Buy
60,168
+1,442
+2% +$97.1K 0.16% 146
2024
Q4 		$3.68M Sell
58,726
-510
-0.9% -$33.4K 0.13% 155
2024
Q3 		$3.91M Buy
59,236
+197
+0.3% +$14K 0.14% 154
2024
Q2 		$4.26M Sell
59,039
-3,682
-6% -$263K 0.16% 138
2024
Q1 		$4.2M Buy
62,721
+715
+1% +$45.8K 0.16% 142
2023
Q4 		$4.08M Sell
62,006
-6,938
-10% -$455K 0.17% 136
2023
Q3 		$4.44M Sell
68,944
-4,619
-6% -$288K 0.22% 118
2023
Q2 		$4.44M Sell
73,563
-1,600
-2% -$96K 0.2% 123
2023
Q1 		$4.32M Sell
75,163
-15,545
-17% -$915K 0.22% 119
2022
Q4 		$5.17M Sell
90,708
-3,882
-4% -$214K 0.28% 104
2022
Q3 		$4.71M Sell
94,590
-45,796
-33% -$2.36M 0.28% 105
2022
Q2 		$7.34M Buy
140,386
+4,516
+3% +$254K 0.41% 78
2022
Q1 		$7.46M Buy
+135,870
New +$7.21M 0.37% 90

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Exencial Wealth Advisors's SHEL Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Shell (SHEL) stake by 3.6% in Q1 2026, buying an estimated $193K and bringing the position to 68,043 shares worth $6.33M. The position accounts for 0.2% of the portfolio, ranked #121.

Exencial Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.46M in Q1 2022. 1,594 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Exencial Wealth Advisors held 68,043 shares of Shell worth $6.33M as of Q1 2026.
  • Exencial Wealth Advisors bought 2,384 Shell shares in Q1 2026, an estimated $193K.
  • Shell made up 0.2% of Exencial Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • Exencial Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Exencial Wealth Advisors's Shell position peaked at $7.46M in Q1 2022.
  • 1,594 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.