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FAS Wealth Partners’s Shell SHEL Stock Holding History

FAS Wealth Partners’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 		$637K Hold
6,848
– – 0.04% 206
2025
Q4 		$503K Buy
6,848
+41
+0.6% +$3.02K 0.03% 230
2025
Q3 		$487K Buy
6,807
+121
+2% +$8.71K 0.03% 220
2025
Q2 		$471K Sell
6,686
-73
-1% -$4.89K 0.03% 222
2025
Q1 		$495K Buy
6,759
+33
+0.5% +$2.22K 0.04% 208
2024
Q4 		$421K Buy
6,726
+25
+0.4% +$1.64K 0.04% 222
2024
Q3 		$442K Buy
6,701
+29
+0.4% +$2.05K 0.04% 221
2024
Q2 		$482K Buy
6,672
+441
+7% +$31.5K 0.04% 211
2024
Q1 		$418K Buy
6,231
+31
+0.5% +$1.99K 0.04% 226
2023
Q4 		$408K Buy
6,200
+21
+0.3% +$1.38K 0.04% 217
2023
Q3 		$398K Buy
6,179
+168
+3% +$10.5K 0.04% 208
2023
Q2 		$363K Buy
6,011
+14
+0.2% +$840 0.05% 195
2023
Q1 		$345K Sell
5,997
-701
-10% -$41.2K 0.04% 220
2022
Q4 		$381K Buy
6,698
+54
+0.8% +$2.98K 0.04% 218
2022
Q3 		$331K Buy
6,644
+410
+7% +$21.1K 0.04% 219
2022
Q2 		$326K Buy
6,234
+122
+2% +$6.85K 0.03% 226
2022
Q1 		$336K Buy
+6,112
New +$324K 0.03% 223

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

FAS Wealth Partners's SHEL Position: Q1 2026 in Review

FAS Wealth Partners held its Shell (SHEL) position steady in Q1 2026 at 6,848 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #206.

FAS Wealth Partners first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • FAS Wealth Partners held 6,848 shares of Shell worth $637K as of Q1 2026.
  • FAS Wealth Partners left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.04% of FAS Wealth Partners's portfolio in Q1 2026, its #206 holding.
  • FAS Wealth Partners first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.