Investor's Fiduciary Advisor Network’s Shell SHEL Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-10,549	Closed	-$775K	–	299
2025 Q4	$775K	Buy	10,549 +2	+0%	+$147	0.17%	128
2025 Q3	$754K	Sell	10,547 -885	-8%	-$63.7K	0.26%	102
2025 Q2	$804K	Sell	11,432 -206	-2%	-$13.8K	0.3%	91
2025 Q1	$852K	Buy	11,638 +3	+0%	+$202	0.4%	67
2024 Q4	$728K	Buy	+11,635	New	+$762K	0.28%	90

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Investor's Fiduciary Advisor Network's SHEL Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Shell (SHEL) in Q1 2026, closing a stake of 10,549 shares — an estimated $775K sold.

Investor's Fiduciary Advisor Network first reported a position in SHEL in Q4 2024 and held it in 5 quarters. The position peaked at $852K in Q1 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Investor's Fiduciary Advisor Network reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 10,549 Shell shares in Q1 2026, an estimated $775K.
Investor's Fiduciary Advisor Network first reported a position in Shell in Q4 2024 and held it in 5 quarters.
Investor's Fiduciary Advisor Network's Shell position peaked at $852K in Q1 2025.
1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.