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Forvis Mazars Wealth Advisors’s Shell SHEL Stock Holding History

Forvis Mazars 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 		$625K Sell
6,719
-164
-2% -$13.3K 0.01% 256
2025
Q4 		$506K Buy
6,883
+71
+1% +$5.23K 0.01% 281
2025
Q3 		$487K Sell
6,812
-193
-3% -$13.9K 0.01% 287
2025
Q2 		$493K Sell
7,005
-434
-6% -$29.1K 0.01% 286
2025
Q1 		$545K Sell
7,439
-87
-1% -$5.86K 0.01% 271
2024
Q4 		$471K Sell
7,526
-3,084
-29% -$202K 0.01% 313
2024
Q3 		$700K Buy
10,610
+2,940
+38% +$208K 0.02% 267
2024
Q2 		$554K Buy
7,670
+93
+1% +$6.65K 0.01% 271
2024
Q1 		$508K Sell
7,577
-36
-0.5% -$2.31K 0.01% 289
2023
Q4 		$501K Buy
7,613
+690
+10% +$45.3K 0.01% 282
2023
Q3 		$446K Buy
6,923
+827
+14% +$51.5K 0.01% 290
2023
Q2 		$368K Buy
6,096
+74
+1% +$4.44K 0.01% 329
2023
Q1 		$347K Sell
6,022
-8
-0.1% -$471 0.01% 312
2022
Q4 		$343K Sell
6,030
-548
-8% -$30.2K 0.01% 309
2022
Q3 		$328K Buy
6,578
+54
+0.8% +$2.78K 0.01% 309
2022
Q2 		$341K Buy
6,524
+486
+8% +$27.3K 0.01% 299
2022
Q1 		$332K Buy
+6,038
New +$321K 0.01% 231

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 $295B AUM 31.6% 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

Forvis Mazars Wealth Advisors's SHEL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Shell (SHEL) stake by 2.4% in Q1 2026, selling an estimated $13.3K and leaving 6,719 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #256.

Forvis Mazars Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $700K in Q3 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 6,719 shares of Shell worth $625K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 164 Shell shares in Q1 2026, an estimated $13.3K.
  • Shell made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #256 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Forvis Mazars Wealth Advisors's Shell position peaked at $700K in Q3 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.