GM Advisory Group’s Shell SHEL Stock Holding History

GM Advisory Group’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	$1.15M	Buy	+12,331	New	+$996K	0.04%	158
2025 Q4	–	Sell	-20,705	Closed	-$1.48M	–	365
2025 Q3	$1.48M	Hold	20,705	–	–	0.06%	121
2025 Q2	$1.46M	Sell	20,705 -308	-1%	-$20.6K	0.07%	116
2025 Q1	$1.54M	Sell	21,013 -562	-3%	-$37.9K	0.08%	99
2024 Q4	$1.35M	Sell	21,575 -134	-0.6%	-$8.78K	0.07%	102
2024 Q3	$1.43M	Sell	21,709 -516	-2%	-$36.5K	0.09%	93
2024 Q2	$1.6M	Sell	22,225 -331	-1%	-$23.7K	0.1%	88
2024 Q1	$1.51M	Buy	22,556 +1,231	+6%	+$78.9K	0.11%	85
2023 Q4	$1.4M	Hold	21,325	–	–	0.11%	76
2023 Q3	$1.37M	Sell	21,325 -2,030	-9%	-$126K	0.11%	68
2023 Q2	$1.41M	Sell	23,355 -1,920	-8%	-$115K	0.12%	67
2023 Q1	$1.45M	Sell	25,275 -21,715	-46%	-$1.28M	0.13%	63
2022 Q4	$2.68M	Sell	46,990 -5,600	-11%	-$309K	0.29%	41
2022 Q3	$2.62M	Sell	52,590 -12,800	-20%	-$660K	0.33%	37
2022 Q2	$3.42M	Buy	+65,390	New	+$3.67M	0.53%	33

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

GM Advisory Group's SHEL Position: Q1 2026 in Review

GM Advisory Group opened a new position in Shell (SHEL) in Q1 2026: 12,331 shares worth $1.15M. The stake represents 0.04% of the portfolio and ranks #158 among its holdings. This is a return to the name: GM Advisory Group previously reported a position in SHEL as recently as Q3 2025.

GM Advisory Group first reported a position in SHEL in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.42M in Q2 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

GM Advisory Group held 12,331 shares of Shell worth $1.15M as of Q1 2026.
Shell was a new GM Advisory Group position in Q1 2026.
Shell made up 0.04% of GM Advisory Group's portfolio in Q1 2026, its #158 holding.
GM Advisory Group first reported a position in Shell in Q2 2022 and has held it in 15 quarters since.
GM Advisory Group's Shell position peaked at $3.42M in Q2 2022.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.