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Foster & Motley’s Shell SHEL Stock Holding History

Foster & Motley’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 		$1.88M Sell
20,207
-1,707
-8% -$138K 0.1% 171
2025
Q4 		$1.61M Sell
21,914
-1,231
-5% -$90.7K 0.09% 181
2025
Q3 		$1.66M Sell
23,145
-1,563
-6% -$113K 0.09% 187
2025
Q2 		$1.74M Sell
24,708
-565
-2% -$37.9K 0.1% 180
2025
Q1 		$1.85M Sell
25,273
-2,043
-7% -$138K 0.12% 166
2024
Q4 		$1.71M Sell
27,316
-1,037
-4% -$68K 0.11% 173
2024
Q3 		$1.87M Sell
28,353
-846
-3% -$59.9K 0.12% 159
2024
Q2 		$2.11M Sell
29,199
-3,403
-10% -$243K 0.14% 148
2024
Q1 		$2.19M Sell
32,602
-4,887
-13% -$313K 0.15% 147
2023
Q4 		$2.47M Sell
37,489
-2,662
-7% -$175K 0.18% 132
2023
Q3 		$2.58M Sell
40,151
-1,115
-3% -$69.4K 0.21% 127
2023
Q2 		$2.49M Sell
41,266
-64
-0.2% -$3.84K 0.19% 143
2023
Q1 		$2.38M Sell
41,330
-312
-0.7% -$18.4K 0.19% 137
2022
Q4 		$2.37M Buy
41,642
+3,417
+9% +$188K 0.2% 136
2022
Q3 		$1.9M Buy
38,225
+11,967
+46% +$617K 0.18% 143
2022
Q2 		$1.37M Buy
26,258
+4,204
+19% +$236K 0.12% 164
2022
Q1 		$1.21M Buy
+22,054
New +$1.17M 0.1% 184

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

Foster & Motley's SHEL Position: Q1 2026 in Review

Foster & Motley reduced its Shell (SHEL) stake by 7.8% in Q1 2026, selling an estimated $138K and leaving 20,207 shares worth $1.88M. The position accounts for 0.1% of the portfolio, ranked #171.

Foster & Motley first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.58M in Q3 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Foster & Motley held 20,207 shares of Shell worth $1.88M as of Q1 2026.
  • Foster & Motley sold 1,707 Shell shares in Q1 2026, an estimated $138K.
  • Shell made up 0.1% of Foster & Motley's portfolio in Q1 2026, its #171 holding.
  • Foster & Motley first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Foster & Motley's Shell position peaked at $2.58M in Q3 2023.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.