Financial Gravity Asset Management’s Shell SHEL Stock Holding History

Financial Gravity Asset Management’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	$279	Buy	+3	New	+$242	﹤0.01%	826
2025 Q4	–	Sell	-6	Closed	-$429	–	906
2025 Q3	$429	Buy	+6	New	+$432	﹤0.01%	856
2025 Q1	$879	Buy	+12	New	+$808	﹤0.01%	887
2024 Q2	–	Sell	-45	Closed	-$3K	–	1728
2024 Q1	$3K	Sell	45 -2	-4%	-$128	﹤0.01%	646
2023 Q4	$3.09K	Buy	+47	New	+$3.08K	﹤0.01%	662

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

Financial Gravity Asset Management's SHEL Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Shell (SHEL) in Q1 2026: 3 shares worth $279. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SHEL as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in SHEL in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.09K in Q4 2023. 1,594 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Financial Gravity Asset Management held 3 shares of Shell worth $279 as of Q1 2026.
Shell was a new Financial Gravity Asset Management position in Q1 2026.
Shell made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #826 holding.
Financial Gravity Asset Management first reported a position in Shell in Q4 2023 and has held it in 5 quarters since.
Financial Gravity Asset Management's Shell position peaked at $3.09K in Q4 2023.
1,594 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.