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FourThought Financial Partners’s Shell SHEL Stock Holding History

FourThought Financial 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 		– Sell
-3,226
Closed -$237K – 517
2025
Q4 		$237K Buy
3,226
+89
+3% +$6.56K 0.02% 401
2025
Q3 		$224K Buy
3,137
+3
+0.1% +$216 0.02% 441
2025
Q2 		$221K Buy
3,134
+130
+4% +$8.71K 0.02% 278
2025
Q1 		$220K Buy
+3,004
New +$202K 0.02% 291

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

FourThought Financial Partners's SHEL Position: Q1 2026 in Review

FourThought Financial Partners sold out of Shell (SHEL) in Q1 2026, closing a stake of 3,226 shares — an estimated $237K sold.

FourThought Financial Partners first reported a position in SHEL in Q1 2025 and held it in 4 quarters. The position peaked at $237K in Q4 2025. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • FourThought Financial Partners reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 3,226 Shell shares in Q1 2026, an estimated $237K.
  • FourThought Financial Partners first reported a position in Shell in Q1 2025 and held it in 4 quarters.
  • FourThought Financial Partners's Shell position peaked at $237K in Q4 2025.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.