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Goldstone Financial Group’s Shell SHEL Stock Holding History

Goldstone Financial 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 		– Sell
-3,202
Closed -$235K – 234
2025
Q4 		$235K Buy
3,202
+66
+2% +$4.86K 0.03% 208
2025
Q3 		$224K Sell
3,136
-4
-0.1% -$288 0.03% 207
2025
Q2 		$226K Sell
3,140
-163
-5% -$10.9K 0.03% 193
2025
Q1 		$242K Buy
+3,303
New +$223K 0.04% 180
2024
Q4 		– Sell
-4,983
Closed -$329K – 213
2024
Q3 		$329K Buy
4,983
+889
+22% +$63K 0.06% 150
2024
Q2 		$295K Buy
4,094
+843
+26% +$60.3K 0.06% 145
2024
Q1 		$218K Buy
+3,251
New +$208K 0.05% 154
2023
Q3 		– Sell
-3,345
Closed -$202K – 166
2023
Q2 		$202K Buy
+3,345
New +$201K 0.06% 160

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

Goldstone Financial Group's SHEL Position: Q1 2026 in Review

Goldstone Financial Group sold out of Shell (SHEL) in Q1 2026, closing a stake of 3,202 shares — an estimated $235K sold.

Goldstone Financial Group first reported a position in SHEL in Q2 2023 and held it in 8 quarters. The position peaked at $329K in Q3 2024. 1,596 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Goldstone Financial Group reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 3,202 Shell shares in Q1 2026, an estimated $235K.
  • Goldstone Financial Group first reported a position in Shell in Q2 2023 and held it in 8 quarters.
  • Goldstone Financial Group's Shell position peaked at $329K in Q3 2024.
  • 1,596 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.