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Gibbs Wealth Management’s Shell SHEL Stock Holding History

Gibbs Wealth Management’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 		$1.99M Buy
21,411
+12,812
+149% +$1.04M 0.26% 72
2025
Q4 		$609K Buy
8,599
+6
+0.1% +$442 0.15% 164
2025
Q3 		$615K Sell
8,593
-1,703
-17% -$123K 0.14% 174
2025
Q2 		$725K Buy
10,296
+2,251
+28% +$151K 0.14% 174
2025
Q1 		$590K Buy
8,045
+1,894
+31% +$128K 0.14% 165
2024
Q4 		$385K Buy
6,151
+1,793
+41% +$118K 0.1% 202
2024
Q3 		$287K Buy
4,358
+1,012
+30% +$71.7K 0.09% 222
2024
Q2 		$242K Buy
+3,346
New +$239K 0.1% 213

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gibbs Wealth Management's SHEL Position: Q1 2026 in Review

Gibbs Wealth Management increased its Shell (SHEL) stake by 149% in Q1 2026, buying an estimated $1.04M and bringing the position to 21,411 shares worth $1.99M. The position accounts for 0.26% of the portfolio, ranked #72.

Gibbs Wealth Management first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. 1,596 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Gibbs Wealth Management held 21,411 shares of Shell worth $1.99M as of Q1 2026.
  • Gibbs Wealth Management bought 12,812 Shell shares in Q1 2026, an estimated $1.04M.
  • Shell made up 0.26% of Gibbs Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Gibbs Wealth Management first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.