Hohimer Wealth Management’s Shell SHEL Stock Holding History

Hohimer Wealth Management’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	$4.51M	Buy	+48,479	New	+$3.92M	0.53%	51
2024 Q2	–	Sell	-90,002	Closed	-$6.03M	–	253
2024 Q1	$6.03M	Sell	90,002 -2,066	-2%	-$132K	1.41%	10
2023 Q4	$6.06M	Buy	92,068 +800	+0.9%	+$52.5K	1.54%	9
2023 Q3	$5.88M	Sell	91,268 -3,242	-3%	-$202K	1.68%	7
2023 Q2	$5.71M	Sell	94,510 -3,677	-4%	-$221K	1.58%	8
2023 Q1	$5.65M	Buy	98,187 +79	+0.1%	+$4.65K	1.64%	6
2022 Q4	$5.59M	Sell	98,108 -2,123	-2%	-$117K	1.78%	7
2022 Q3	$4.99M	Sell	100,231 -287	-0.3%	-$14.8K	1.6%	7
2022 Q2	$5.26M	Sell	100,518 -55,286	-35%	-$3.11M	1.55%	6
2022 Q1	$8.56M	Buy	+155,804	New	+$8.27M	1.69%	10

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

Hohimer Wealth Management's SHEL Position: Q1 2026 in Review

Hohimer Wealth Management opened a new position in Shell (SHEL) in Q1 2026: 48,479 shares worth $4.51M. The stake represents 0.53% of the portfolio and ranks #51 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in SHEL as recently as Q1 2024.

Hohimer Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 10 quarters since. The position peaked at $8.56M in Q1 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Hohimer Wealth Management held 48,479 shares of Shell worth $4.51M as of Q1 2026.
Shell was a new Hohimer Wealth Management position in Q1 2026.
Shell made up 0.53% of Hohimer Wealth Management's portfolio in Q1 2026, its #51 holding.
Hohimer Wealth Management first reported a position in Shell in Q1 2022 and has held it in 10 quarters since.
Hohimer Wealth Management's Shell position peaked at $8.56M in Q1 2022.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.