Frank Rimerman Advisors’s Shell SHEL Stock Holding History

Frank Rimerman 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	$1.88M	Buy	20,210 +314	+2%	+$25.4K	0.12%	134
2025 Q4	$1.46M	Buy	19,896 +118	+0.6%	+$8.69K	0.09%	174
2025 Q3	$1.41M	Buy	19,778 +3,345	+20%	+$241K	0.09%	169
2025 Q2	$1.16M	Buy	16,433 +12,111	+280%	+$812K	0.08%	189
2025 Q1	$317K	Sell	4,322 -924	-18%	-$62.2K	0.03%	397
2024 Q4	$329K	Sell	5,246 -32,732	-86%	-$2.15M	0.02%	388
2024 Q3	$2.5M	Sell	37,978 -7,140	-16%	-$506K	0.18%	98
2024 Q2	$3.26M	Buy	+45,118	New	+$3.22M	0.23%	71

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

Frank Rimerman Advisors's SHEL Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Shell (SHEL) stake by 1.6% in Q1 2026, buying an estimated $25.4K and bringing the position to 20,210 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #134.

Frank Rimerman Advisors first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.26M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Frank Rimerman Advisors held 20,210 shares of Shell worth $1.88M as of Q1 2026.
Frank Rimerman Advisors bought 314 Shell shares in Q1 2026, an estimated $25.4K.
Shell made up 0.12% of Frank Rimerman Advisors's portfolio in Q1 2026, its #134 holding.
Frank Rimerman Advisors first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Shell position peaked at $3.26M in Q2 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.