First Pacific Financial
SHEL icon

First Pacific Financial’s Shell SHEL Stock Holding History

First Pacific Financial’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
Q3 		$39.8K Sell
419
-67
-14% -$6.04K ﹤0.01% 292
2026
Q2 		$37.7K Sell
486
-157
-24% -$13.6K ﹤0.01% 272
2026
Q1 		$59.8K Buy
643
+166
+35% +$13.4K 0.01% 232
2025
Q4 		$35.1K Sell
477
-8
-2% -$589 ﹤0.01% 256
2025
Q3 		$34.7K Sell
485
-15
-3% -$1.08K ﹤0.01% 254
2025
Q2 		$35.2K Buy
500
+100
+25% +$6.7K 0.01% 250
2025
Q1 		$29.3K Sell
400
-1,508
-79% -$102K 0.01% 218
2024
Q4 		$120K Buy
1,908
+17
+0.9% +$1.11K 0.03% 161
2024
Q3 		$125K Buy
1,891
+15
+0.8% +$1.06K 0.03% 151
2024
Q2 		$135K Buy
1,876
+414
+28% +$29.6K 0.03% 127
2024
Q1 		$98K Buy
1,462
+15
+1% +$961 0.03% 148
2023
Q4 		$95.2K Buy
1,447
+14
+1% +$919 0.03% 143
2023
Q3 		$92.3K Buy
+1,433
New +$89.2K 0.04% 125

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

First Pacific Financial's SHEL Position: Q3 2026 in Review

First Pacific Financial reduced its Shell (SHEL) stake by 14% in Q3 2026, selling an estimated $6.04K and leaving 419 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

First Pacific Financial first reported a position in SHEL in Q3 2023 and has held it in 13 quarters since. The position peaked at $135K in Q2 2024. 1,101 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • First Pacific Financial held 419 shares of Shell worth $39.8K as of Q3 2026.
  • First Pacific Financial sold 67 Shell shares in Q3 2026, an estimated $6.04K.
  • Shell made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #292 holding.
  • First Pacific Financial first reported a position in Shell in Q3 2023 and has held it in 13 quarters since.
  • First Pacific Financial's Shell position peaked at $135K in Q2 2024.
  • 1,101 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.