Foster Dykema Cabot & Partners’s Shell SHEL Stock Holding History

Foster Dykema Cabot & Partners’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	$216K	Hold	2,327	–	–	0.01%	114
2025 Q4	$171K	Sell	2,327 -200	-8%	-$14.7K	0.01%	130
2025 Q3	$181K	Buy	2,527 +200	+9%	+$14.4K	0.01%	139
2025 Q2	$164K	Hold	2,327	–	–	0.01%	136
2025 Q1	$171K	Sell	2,327 -458	-16%	-$30.9K	0.01%	128
2024 Q4	$174K	Sell	2,785 -847	-23%	-$55.5K	0.01%	137
2024 Q3	$240K	Buy	3,632 +407	+13%	+$28.8K	0.02%	114
2024 Q2	$233K	Hold	3,225	–	–	0.02%	90
2024 Q1	$216K	Hold	3,225	–	–	0.02%	96
2023 Q4	$212K	Buy	+3,225	New	+$212K	0.02%	85

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

Foster Dykema Cabot & Partners's SHEL Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Shell (SHEL) position steady in Q1 2026 at 2,327 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #114.

Foster Dykema Cabot & Partners first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $240K in Q3 2024. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Foster Dykema Cabot & Partners held 2,327 shares of Shell worth $216K as of Q1 2026.
Foster Dykema Cabot & Partners left its Shell share count unchanged in Q1 2026.
Shell made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #114 holding.
Foster Dykema Cabot & Partners first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's Shell position peaked at $240K in Q3 2024.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.