IAA
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Independent Advisor Alliance’s Shell SHEL Stock Holding History

Independent Advisor Alliance’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 		$3M Sell
32,220
-995
-3% -$80.4K 0.03% 441
2025
Q4 		$2.44M Buy
33,215
+403
+1% +$29.7K 0.06% 264
2025
Q3 		$2.35M Buy
32,812
+9,066
+38% +$653K 0.06% 258
2025
Q2 		$1.67M Buy
23,746
+5,184
+28% +$347K 0.05% 316
2025
Q1 		$1.36M Buy
18,562
+992
+6% +$66.8K 0.04% 321
2024
Q4 		$1.1M Buy
17,570
+1,215
+7% +$79.6K 0.01% 704
2024
Q3 		$1.08M Sell
16,355
-827
-5% -$58.6K 0.04% 320
2024
Q2 		$1.24M Buy
17,182
+152
+0.9% +$10.9K 0.04% 287
2024
Q1 		$1.14M Sell
17,030
-1,877
-10% -$120K 0.04% 300
2023
Q4 		$1.24M Sell
18,907
-343
-2% -$22.5K 0.04% 273
2023
Q3 		$1.24M Buy
19,250
+87
+0.5% +$5.42K 0.06% 263
2023
Q2 		$1.16M Sell
19,163
-266
-1% -$16K 0.05% 280
2023
Q1 		$1.12M Sell
19,429
-1,827
-9% -$107K 0.05% 279
2022
Q4 		$1.21K Sell
21,256
-147
-0.7% -$8.1K ﹤0.01% 289
2022
Q3 		$1.06M Buy
21,403
+1,421
+7% +$73.2K 0.06% 254
2022
Q2 		$1.04M Buy
+19,982
New +$1.12M 0.06% 262

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

Independent Advisor Alliance's SHEL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Shell (SHEL) stake by 3% in Q1 2026, selling an estimated $80.4K and leaving 32,220 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #441.

Independent Advisor Alliance first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Independent Advisor Alliance held 32,220 shares of Shell worth $3M as of Q1 2026.
  • Independent Advisor Alliance sold 995 Shell shares in Q1 2026, an estimated $80.4K.
  • Shell made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #441 holding.
  • Independent Advisor Alliance first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.