Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.95K Sell
107
-9
-8% -$727 ﹤0.01% 330
2025
Q4
$8.52K Buy
+116
New +$8.54K ﹤0.01% 351

Other funds holding SHEL

IMA Advisory Services's SHEL Position: Q1 2026 in Review

IMA Advisory Services reduced its Shell (SHEL) stake by 7.8% in Q1 2026, selling an estimated $727 and leaving 107 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

IMA Advisory Services first reported a position in SHEL in Q4 2025 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • IMA Advisory Services held 107 shares of Shell worth $9.95K as of Q1 2026.
  • IMA Advisory Services sold 9 Shell shares in Q1 2026, an estimated $727.
  • Shell made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #330 holding.
  • IMA Advisory Services first reported a position in Shell in Q4 2025 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.