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Greykasell Wealth Strategies’s Shell SHEL Stock Holding History

Greykasell Wealth Strategies’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 		$48.6K Hold
523
– – 0.02% 246
2025
Q4 		$38.4K Hold
523
– – 0.02% 259
2025
Q3 		$37.4K Hold
523
– – 0.02% 222
2025
Q2 		$36.8K Hold
523
– – 0.02% 200
2025
Q1 		$38.3K Buy
+523
New +$35.2K 0.02% 194

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

Greykasell Wealth Strategies's SHEL Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Shell (SHEL) position steady in Q1 2026 at 523 shares worth $48.6K. The position accounts for 0.02% of the portfolio, ranked #246.

Greykasell Wealth Strategies first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Greykasell Wealth Strategies held 523 shares of Shell worth $48.6K as of Q1 2026.
  • Greykasell Wealth Strategies left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #246 holding.
  • Greykasell Wealth Strategies first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.