Goodman Financial’s Shell SHEL Stock Holding History

Goodman Financial’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	$337K	Sell	3,626 -486	-12%	-$39.3K	0.06%	66
2025 Q4	$302K	Buy	4,112 +58	+1%	+$4.27K	0.06%	62
2025 Q3	$290K	Hold	4,054	–	–	0.06%	57
2025 Q2	$285K	Buy	4,054 +428	+12%	+$28.7K	0.06%	59
2025 Q1	$266K	Hold	3,626	–	–	0.06%	55
2024 Q4	$227K	Hold	3,626	–	–	0.05%	63
2024 Q3	$239K	Hold	3,626	–	–	0.05%	55
2024 Q2	$262K	Hold	3,626	–	–	0.06%	55
2024 Q1	$243K	Hold	3,626	–	–	0.06%	52
2023 Q4	$239K	Hold	3,626	–	–	0.06%	43
2023 Q3	$233K	Hold	3,626	–	–	0.07%	41
2023 Q2	$219K	Hold	3,626	–	–	0.06%	44
2023 Q1	$209K	Sell	3,626 -159	-4%	-$9.35K	0.06%	50
2022 Q4	$216K	Buy	+3,785	New	+$209K	0.07%	43

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

Goodman Financial's SHEL Position: Q1 2026 in Review

Goodman Financial reduced its Shell (SHEL) stake by 12% in Q1 2026, selling an estimated $39.3K and leaving 3,626 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #66.

Goodman Financial first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Goodman Financial held 3,626 shares of Shell worth $337K as of Q1 2026.
Goodman Financial sold 486 Shell shares in Q1 2026, an estimated $39.3K.
Shell made up 0.06% of Goodman Financial's portfolio in Q1 2026, its #66 holding.
Goodman Financial first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.