IWA
SHEL icon

Icon Wealth Advisors’s Shell SHEL Stock Holding History

Icon Wealth 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 		$724K Buy
8,140
+3,208
+65% +$259K 0.05% 212
2025
Q4 		$363K Sell
4,932
-139
-3% -$10.2K 0.02% 289
2025
Q3 		$363K Buy
5,071
+22
+0.4% +$1.58K 0.02% 294
2025
Q2 		$355K Sell
5,049
-97
-2% -$6.5K 0.03% 292
2025
Q1 		$377K Sell
5,146
-1,337
-21% -$90.1K 0.03% 255
2024
Q4 		$406K Buy
6,483
+1,618
+33% +$106K 0.03% 247
2024
Q3 		$321K Buy
4,865
+1,408
+41% +$99.7K 0.03% 284
2024
Q2 		$253K Sell
3,457
-1,564
-31% -$112K 0.02% 302
2024
Q1 		$337K Buy
5,021
+215
+4% +$13.8K 0.03% 263
2023
Q4 		$316K Buy
+4,806
New +$315K 0.03% 261
2022
Q4 		$263K Buy
4,625
+593
+15% +$32.7K 0.03% 269
2022
Q3 		$201K Buy
+4,032
New +$208K 0.02% 294

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

Icon Wealth Advisors's SHEL Position: Q1 2026 in Review

Icon Wealth Advisors increased its Shell (SHEL) stake by 65% in Q1 2026, buying an estimated $259K and bringing the position to 8,140 shares worth $724K. The position accounts for 0.05% of the portfolio, ranked #212.

Icon Wealth Advisors first reported a position in SHEL in Q3 2022 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Icon Wealth Advisors held 8,140 shares of Shell worth $724K as of Q1 2026.
  • Icon Wealth Advisors bought 3,208 Shell shares in Q1 2026, an estimated $259K.
  • Shell made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #212 holding.
  • Icon Wealth Advisors first reported a position in Shell in Q3 2022 and has held it in 12 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.