Insigneo Advisory Services’s Shell SHEL Stock Holding History

Insigneo Advisory Services’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	$2.43M	Sell	26,126 -355	-1%	-$28.7K	0.17%	112
2025 Q4	$1.95M	Buy	26,481 +1,727	+7%	+$127K	0.14%	123
2025 Q3	$1.77M	Sell	24,754 -1,018	-4%	-$73.3K	0.12%	133
2025 Q2	$1.81M	Buy	25,772 +63	+0.2%	+$4.22K	0.16%	122
2025 Q1	$1.88M	Sell	25,709 -704	-3%	-$47.4K	0.19%	102
2024 Q4	$1.65M	Sell	26,413 -4,129	-14%	-$271K	0.17%	110
2024 Q3	$2.01M	Buy	30,542 +7,237	+31%	+$513K	0.2%	105
2024 Q2	$1.63M	Sell	23,305 -14,706	-39%	-$1.05M	0.18%	115
2024 Q1	$2.55M	Buy	38,011 +29	+0.1%	+$1.86K	0.3%	62
2023 Q4	$2.5M	Buy	37,982 +7,919	+26%	+$520K	0.35%	59
2023 Q3	$1.94M	Buy	30,063 +2,971	+11%	+$185K	0.39%	51
2023 Q2	$1.64M	Buy	27,092 +2,862	+12%	+$172K	0.31%	65
2023 Q1	$1.4M	Buy	+24,230	New	+$1.43M	0.44%	45

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

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

Insigneo Advisory Services reduced its Shell (SHEL) stake by 1.3% in Q1 2026, selling an estimated $28.7K and leaving 26,126 shares worth $2.43M. The position accounts for 0.17% of the portfolio, ranked #112.

Insigneo Advisory Services first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.55M in Q1 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Insigneo Advisory Services held 26,126 shares of Shell worth $2.43M as of Q1 2026.
Insigneo Advisory Services sold 355 Shell shares in Q1 2026, an estimated $28.7K.
Shell made up 0.17% of Insigneo Advisory Services's portfolio in Q1 2026, its #112 holding.
Insigneo Advisory Services first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
Insigneo Advisory Services's Shell position peaked at $2.55M in Q1 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.