Financial Network Wealth Advisors’s Shell SHEL Stock Holding History

Financial Network 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	$65.5K	Buy	704 +77	+12%	+$6.22K	0.07%	234
2025 Q4	$46.1K	Buy	627 +77	+14%	+$5.67K	0.05%	281
2025 Q3	$39.3K	Sell	550 -30	-5%	-$2.16K	0.04%	297
2025 Q2	$40.8K	Hold	580	–	–	0.05%	281
2025 Q1	$42.5K	Buy	580 +562	+3,122%	+$37.9K	0.06%	266
2024 Q4	$1.13K	Sell	18 -901	-98%	-$59K	﹤0.01%	457
2024 Q3	$60.6K	Sell	919 -156	-15%	-$11K	0.05%	261
2024 Q2	$77.5K	Buy	+1,075	New	+$76.8K	0.06%	253

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Network Wealth Advisors's SHEL Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Shell (SHEL) stake by 12% in Q1 2026, buying an estimated $6.22K and bringing the position to 704 shares worth $65.5K. The position accounts for 0.07% of the portfolio, ranked #234.

Financial Network Wealth Advisors first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $77.5K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Financial Network Wealth Advisors held 704 shares of Shell worth $65.5K as of Q1 2026.
Financial Network Wealth Advisors bought 77 Shell shares in Q1 2026, an estimated $6.22K.
Shell made up 0.07% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #234 holding.
Financial Network Wealth Advisors first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Shell position peaked at $77.5K in Q2 2024.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.