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Financial Freedom LLC’s Shell SHEL Stock Holding History

Financial Freedom LLC’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 		$19.1K Hold
206
– – 0.01% 241
2025
Q4 		$15.1K Hold
206
– – 0.01% 243
2025
Q3 		$14.7K Buy
206
+1
+0.5% +$72 0.01% 251
2025
Q2 		$14.5K Sell
205
-1
-0.5% -$67 0.01% 248
2025
Q1 		$15.1K Hold
206
– – 0.01% 250
2024
Q4 		$12.9K Hold
206
– – 0.01% 253
2024
Q3 		$13.6K Hold
206
– – 0.01% 251
2024
Q2 		$14.9K Buy
+206
New +$14.7K 0.01% 250

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 $336B AUM 34.66% 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

Financial Freedom LLC's SHEL Position: Q1 2026 in Review

Financial Freedom LLC held its Shell (SHEL) position steady in Q1 2026 at 206 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #241.

Financial Freedom LLC first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Financial Freedom LLC held 206 shares of Shell worth $19.1K as of Q1 2026.
  • Financial Freedom LLC left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #241 holding.
  • Financial Freedom LLC first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.