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Gateway Wealth Partners’s Shell SHEL Stock Holding History

Gateway Wealth 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 		$1.38M Buy
14,834
+10,283
+226% +$831K 0.05% 317
2025
Q4 		$334K Buy
4,551
+487
+12% +$35.9K 0.04% 346
2025
Q3 		$291K Sell
4,064
-143
-3% -$10.3K 0.04% 330
2025
Q2 		$296K Buy
4,207
+93
+2% +$6.23K 0.06% 279
2025
Q1 		$301K Buy
4,114
+1
+0% +$67 0.07% 250
2024
Q4 		$258K Sell
4,113
-248
-6% -$16.3K 0.07% 251
2024
Q3 		$288K Buy
4,361
+51
+1% +$3.61K 0.08% 219
2024
Q2 		$311K Sell
4,310
-349
-7% -$24.9K 0.09% 198
2024
Q1 		$312K Sell
4,659
-151
-3% -$9.68K 0.11% 169
2023
Q4 		$317K Buy
4,810
+783
+19% +$51.4K 0.13% 146
2023
Q3 		$259K Buy
+4,027
New +$251K 0.05% 213

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

Gateway Wealth Partners's SHEL Position: Q1 2026 in Review

Gateway Wealth Partners increased its Shell (SHEL) stake by 226% in Q1 2026, buying an estimated $831K and bringing the position to 14,834 shares worth $1.38M. The position accounts for 0.05% of the portfolio, ranked #317.

Gateway Wealth Partners first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Gateway Wealth Partners held 14,834 shares of Shell worth $1.38M as of Q1 2026.
  • Gateway Wealth Partners bought 10,283 Shell shares in Q1 2026, an estimated $831K.
  • Shell made up 0.05% of Gateway Wealth Partners's portfolio in Q1 2026, its #317 holding.
  • Gateway Wealth Partners first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.