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IHT Wealth Management’s Shell SHEL Stock Holding History

IHT 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 		$1.31M Buy
14,125
+495
+4% +$40K 0.03% 491
2025
Q4 		$1M Buy
13,630
+1,201
+10% +$88.5K 0.02% 543
2025
Q3 		$889K Buy
12,429
+529
+4% +$38.1K 0.02% 565
2025
Q2 		$838K Buy
11,900
+2,857
+32% +$192K 0.02% 547
2025
Q1 		$663K Sell
9,043
-767
-8% -$51.7K 0.02% 583
2024
Q4 		$615K Sell
9,810
-2,062
-17% -$135K 0.02% 619
2024
Q3 		$783K Buy
11,872
+5,815
+96% +$412K 0.02% 574
2024
Q2 		$437K Sell
6,057
-45
-0.7% -$3.22K 0.02% 672
2024
Q1 		$409K Sell
6,102
-623
-9% -$39.9K 0.02% 700
2023
Q4 		$443K Hold
6,725
– – 0.02% 639
2023
Q3 		$433K Buy
6,725
+1,873
+39% +$117K 0.02% 599
2023
Q2 		$293K Buy
+4,852
New +$291K 0.02% 737
2022
Q4 		– Sell
-4,732
Closed -$235K – 933
2022
Q3 		$235K Buy
+4,732
New +$244K 0.02% 714

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

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

IHT Wealth Management increased its Shell (SHEL) stake by 3.6% in Q1 2026, buying an estimated $40K and bringing the position to 14,125 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #491.

IHT Wealth Management first reported a position in SHEL in Q3 2022 and has held it in 13 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • IHT Wealth Management held 14,125 shares of Shell worth $1.31M as of Q1 2026.
  • IHT Wealth Management bought 495 Shell shares in Q1 2026, an estimated $40K.
  • Shell made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #491 holding.
  • IHT Wealth Management first reported a position in Shell in Q3 2022 and has held it in 13 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.