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Forum Financial Management’s Shell SHEL Stock Holding History

Forum Financial 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 		– Sell
-34,432
Closed -$2.53M – 876
2025
Q4 		$2.53M Buy
34,432
+173
+0.5% +$12.7K 0.03% 123
2025
Q3 		$2.45M Sell
34,259
-2
-0% -$144 0.03% 118
2025
Q2 		$2.41M Sell
34,261
-6,655
-16% -$446K 0.04% 106
2025
Q1 		$3M Hold
40,916
– – 0.05% 81
2024
Q4 		$2.56M Buy
40,916
+9,028
+28% +$592K 0.04% 92
2024
Q3 		$2.1M Buy
31,888
+305
+1% +$21.6K 0.04% 101
2024
Q2 		$2.28M Sell
31,583
-875
-3% -$62.5K 0.04% 84
2024
Q1 		$2.18M Buy
32,458
+1,939
+6% +$124K 0.04% 101
2023
Q4 		$2.01M Buy
30,519
+4,181
+16% +$274K 0.04% 90
2023
Q3 		$1.7M Buy
26,338
+7
+0% +$436 0.04% 100
2023
Q2 		$1.59M Sell
26,331
-860
-3% -$51.6K 0.04% 105
2023
Q1 		$1.56M Sell
27,191
-4,008
-13% -$236K 0.05% 96
2022
Q4 		$1.78M Sell
31,199
-9
-0% -$496 0.06% 80
2022
Q3 		$1.55M Buy
31,208
+5
+0% +$258 0.07% 75
2022
Q2 		$1.63M Sell
31,203
-11,071
-26% -$622K 0.08% 78
2022
Q1 		$2.32M Buy
+42,274
New +$2.24M 0.11% 52

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's SHEL Position: Q1 2026 in Review

Forum Financial Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 34,432 shares — an estimated $2.53M sold.

Forum Financial Management first reported a position in SHEL in Q1 2022 and held it in 16 quarters. The position peaked at $3M in Q1 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Forum Financial Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 34,432 Shell shares in Q1 2026, an estimated $2.53M.
  • Forum Financial Management first reported a position in Shell in Q1 2022 and held it in 16 quarters.
  • Forum Financial Management's Shell position peaked at $3M in Q1 2025.
  • 1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.