Ignite Planners’s Shell SHEL Stock Holding History

Ignite Planners’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	$786K	Buy	8,451 +18	+0.2%	+$1.45K	0.12%	177
2025 Q4	$650K	Buy	8,433 +15	+0.2%	+$1.1K	0.1%	205
2025 Q3	$602K	Buy	8,418 +22	+0.3%	+$1.58K	0.1%	197
2025 Q2	$590K	Sell	8,396 -14	-0.2%	-$938	0.1%	191
2025 Q1	$545K	Buy	8,410 +22	+0.3%	+$1.48K	0.11%	187
2024 Q4	$541K	Buy	8,388 +68	+0.8%	+$4.46K	0.12%	162
2024 Q3	$549K	Buy	8,320 +22	+0.3%	+$1.56K	0.13%	155
2024 Q2	$608K	Buy	8,298 +20	+0.2%	+$1.43K	0.15%	136
2024 Q1	$562K	Buy	8,278 +22	+0.3%	+$1.41K	0.16%	140
2023 Q4	$544K	Buy	8,256 +21	+0.3%	+$1.38K	0.16%	142
2023 Q3	$516K	Buy	8,235 +20	+0.2%	+$1.25K	0.16%	154
2023 Q2	$490K	Buy	8,215 +20	+0.2%	+$1.2K	0.19%	122
2023 Q1	$498K	Buy	8,195 +450	+6%	+$26.5K	0.2%	123
2022 Q4	$453K	Buy	7,745 +1,350	+21%	+$74.4K	0.19%	139
2022 Q3	$334K	Buy	+6,395	New	+$330K	0.27%	116

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

Ignite Planners's SHEL Position: Q1 2026 in Review

Ignite Planners increased its Shell (SHEL) stake by 0.21% in Q1 2026, buying an estimated $1.45K and bringing the position to 8,451 shares worth $786K. The position accounts for 0.12% of the portfolio, ranked #177.

Ignite Planners first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Ignite Planners held 8,451 shares of Shell worth $786K as of Q1 2026.
Ignite Planners bought 18 Shell shares in Q1 2026, an estimated $1.45K.
Shell made up 0.12% of Ignite Planners's portfolio in Q1 2026, its #177 holding.
Ignite Planners first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.