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Holistic Planning’s Shell SHEL Stock Holding History

Holistic Planning’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 		$564K Buy
6,063
+2
+0% +$162 0.11% 166
2025
Q4 		$445K Sell
6,061
-184
-3% -$13.6K 0.09% 177
2025
Q3 		$447K Sell
6,245
-436
-7% -$31.4K 0.12% 139
2025
Q2 		$470K Buy
6,681
+7
+0.1% +$469 0.13% 125
2025
Q1 		$489K Sell
6,674
-993
-13% -$66.9K 0.17% 107
2024
Q4 		$480K Sell
7,667
-118
-2% -$7.73K 0.17% 99
2024
Q3 		$513K Buy
7,785
+2,725
+54% +$193K 0.22% 82
2024
Q2 		$339K Hold
5,060
– – 0.26% 78
2024
Q1 		$339K Sell
5,060
-34
-0.7% -$2.18K 0.26% 78
2023
Q4 		$335K Buy
+5,094
New +$334K 0.28% 77

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

Holistic Planning's SHEL Position: Q1 2026 in Review

Holistic Planning increased its Shell (SHEL) stake by 0.03% in Q1 2026, buying an estimated $162 and bringing the position to 6,063 shares worth $564K. The position accounts for 0.11% of the portfolio, ranked #166.

Holistic Planning first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Holistic Planning held 6,063 shares of Shell worth $564K as of Q1 2026.
  • Holistic Planning bought 2 Shell shares in Q1 2026, an estimated $162.
  • Shell made up 0.11% of Holistic Planning's portfolio in Q1 2026, its #166 holding.
  • Holistic Planning first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.