HBW
SHEL icon

Hazlett, Burt & Watson’s Shell SHEL Stock Holding History

Hazlett, Burt & Watson’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 		$74K Hold
789
– – 0.02% 384
2025
Q4 		$57K Buy
789
+2
+0.3% +$147 0.02% 428
2025
Q3 		$56K Buy
787
+62
+9% +$4.46K 0.02% 401
2025
Q2 		$50K Sell
725
-73
-9% -$4.89K 0.02% 382
2025
Q1 		$58K Sell
798
-202
-20% -$13.6K 0.03% 336
2024
Q4 		$62K Buy
1,000
+4
+0.4% +$262 0.03% 336
2024
Q3 		$65K Sell
996
-9
-0.9% -$637 0.03% 325
2024
Q2 		$73K Buy
1,005
+4
+0.4% +$286 0.04% 291
2024
Q1 		$66K Buy
1,001
+5
+0.5% +$320 0.04% 294
2023
Q4 		$65K Buy
996
+6
+0.6% +$394 0.04% 274
2023
Q3 		$63K Sell
990
-59
-6% -$3.67K 0.05% 272
2023
Q2 		$63K Buy
1,049
+196
+23% +$11.8K 0.05% 270
2023
Q1 		$49K Buy
853
+8
+0.9% +$471 0.04% 284
2022
Q4 		$49K Buy
845
+3
+0.4% +$165 0.04% 273
2022
Q3 		$42K Buy
842
+2
+0.2% +$103 0.04% 281
2022
Q2 		$43K Buy
840
+3
+0.4% +$169 0.04% 290
2022
Q1 		$45K Buy
+837
New +$44.4K 0.04% 303

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

Hazlett, Burt & Watson's SHEL Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Shell (SHEL) position steady in Q1 2026 at 789 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #384.

Hazlett, Burt & Watson first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Hazlett, Burt & Watson held 789 shares of Shell worth $74K as of Q1 2026.
  • Hazlett, Burt & Watson left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #384 holding.
  • Hazlett, Burt & Watson first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.