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Glen Eagle Advisors’s Shell SHEL Stock Holding History

Glen Eagle 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 		$1.03M Sell
11,080
-514
-4% -$41.5K 0.14% 109
2025
Q4 		$852K Sell
11,594
-377
-3% -$27.8K 0.12% 119
2025
Q3 		$856K Sell
11,971
-199
-2% -$14.3K 0.12% 115
2025
Q2 		$857K Sell
12,170
-540
-4% -$36.2K 0.13% 109
2025
Q1 		$931K Buy
12,710
+2
+0% +$135 0.15% 103
2024
Q4 		$796K Sell
12,708
-65
-0.5% -$4.26K 0.13% 109
2024
Q3 		$842K Buy
12,773
+593
+5% +$42K 0.14% 109
2024
Q2 		$879K Buy
12,180
+430
+4% +$30.7K 0.16% 104
2024
Q1 		$788K Buy
11,750
+755
+7% +$48.4K 0.15% 109
2023
Q4 		$723K Buy
10,995
+221
+2% +$14.5K 0.15% 112
2023
Q3 		$694K Buy
10,774
+686
+7% +$42.7K 0.16% 109
2023
Q2 		$609K Buy
10,088
+1,980
+24% +$119K 0.14% 122
2023
Q1 		$467K Buy
8,108
+2,246
+38% +$132K 0.12% 135
2022
Q4 		$334K Buy
5,862
+1,030
+21% +$56.8K 0.09% 165
2022
Q3 		$240K Buy
4,832
+443
+10% +$22.8K 0.07% 193
2022
Q2 		$230K Buy
4,389
+489
+13% +$27.5K 0.06% 209
2022
Q1 		$214K Buy
+3,900
New +$207K 0.06% 217

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

Glen Eagle Advisors's SHEL Position: Q1 2026 in Review

Glen Eagle Advisors reduced its Shell (SHEL) stake by 4.4% in Q1 2026, selling an estimated $41.5K and leaving 11,080 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #109.

Glen Eagle Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Glen Eagle Advisors held 11,080 shares of Shell worth $1.03M as of Q1 2026.
  • Glen Eagle Advisors sold 514 Shell shares in Q1 2026, an estimated $41.5K.
  • Shell made up 0.14% of Glen Eagle Advisors's portfolio in Q1 2026, its #109 holding.
  • Glen Eagle Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.