HA
SHEL icon

Herold Advisors’s Shell SHEL Stock Holding History

Herold Advisors’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 		$2.03M Buy
21,822
+7
+0% +$566 0.45% 61
2025
Q4 		$1.6M Buy
21,815
+9
+0% +$663 0.36% 73
2025
Q3 		$1.56M Buy
21,806
+8
+0% +$576 0.36% 76
2025
Q2 		$1.53M Buy
21,798
+859
+4% +$57.6K 0.32% 85
2025
Q1 		$1.53M Buy
20,939
+8
+0% +$539 0.34% 87
2024
Q4 		$1.31M Sell
20,931
-91
-0.4% -$5.96K 0.29% 94
2024
Q3 		$1.39M Buy
21,022
+8
+0% +$567 0.3% 92
2024
Q2 		$1.52M Sell
21,014
-91
-0.4% -$6.5K 0.35% 78
2024
Q1 		$1.41M Buy
21,105
+207
+1% +$13.3K 0.34% 81
2023
Q4 		$1.38M Buy
20,898
+78
+0.4% +$5.12K 0.38% 78
2023
Q3 		$1.34M Sell
20,820
-790
-4% -$49.2K 0.41% 70
2023
Q2 		$1.3M Sell
21,610
-489
-2% -$29.3K 0.4% 75
2023
Q1 		$1.27M Buy
22,099
+111
+0.5% +$6.53K 0.44% 76
2022
Q4 		$1.25M Buy
21,988
+1,010
+5% +$55.7K 0.53% 62
2022
Q3 		$1.04M Buy
+20,978
New +$1.08M 0.5% 67
2022
Q2 		– Sell
-20,057
Closed -$1.13M – 583
2022
Q1 		$1.1M Buy
+20,057
New +$1.06M 0.39% 80

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

Herold Advisors's SHEL Position: Q1 2026 in Review

Herold Advisors increased its Shell (SHEL) stake by 0.03% in Q1 2026, buying an estimated $566 and bringing the position to 21,822 shares worth $2.03M. The position accounts for 0.45% of the portfolio, ranked #61.

Herold Advisors first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Herold Advisors held 21,822 shares of Shell worth $2.03M as of Q1 2026.
  • Herold Advisors bought 7 Shell shares in Q1 2026, an estimated $566.
  • Shell made up 0.45% of Herold Advisors's portfolio in Q1 2026, its #61 holding.
  • Herold Advisors first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.