Indie Asset Partners’s Shell SHEL Stock Holding History

Indie Asset Partners’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	$378K	Hold	4,065	–	–	0.43%	52
2025 Q4	$299K	Hold	4,065	–	–	0.33%	58
2025 Q3	$291K	Hold	4,065	–	–	0.39%	53
2025 Q2	$286K	Sell	4,065 -302	-7%	-$20.2K	0.52%	48
2025 Q1	$320K	Buy	4,367 +2	+0%	+$135	0.28%	60
2024 Q4	$273K	Hold	4,365	–	–	0.21%	81
2024 Q3	$288K	Hold	4,365	–	–	0.22%	79
2024 Q2	$315K	Hold	4,365	–	–	0.25%	64
2024 Q1	$293K	Hold	4,365	–	–	0.26%	62
2023 Q4	$287K	Hold	4,365	–	–	0.26%	59
2023 Q3	$281K	Hold	4,365	–	–	0.28%	52
2023 Q2	$264K	Hold	4,365	–	–	0.29%	56
2023 Q1	$251K	Hold	4,365	–	–	0.29%	64
2022 Q4	$249K	Hold	4,365	–	–	0.27%	67
2022 Q3	$217K	Hold	4,365	–	–	0.22%	79
2022 Q2	$228K	Hold	4,365	–	–	0.2%	92
2022 Q1	$240K	Buy	+4,365	New	+$232K	0.18%	111

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

Indie Asset Partners's SHEL Position: Q1 2026 in Review

Indie Asset Partners held its Shell (SHEL) position steady in Q1 2026 at 4,065 shares worth $378K. The position accounts for 0.43% of the portfolio, ranked #52.

Indie Asset Partners first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Indie Asset Partners held 4,065 shares of Shell worth $378K as of Q1 2026.
Indie Asset Partners left its Shell share count unchanged in Q1 2026.
Shell made up 0.43% of Indie Asset Partners's portfolio in Q1 2026, its #52 holding.
Indie Asset Partners first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.