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J.W. Cole Advisors’s Shell SHEL Stock Holding History

J.W. Cole Advisors’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
-28,510
Closed -$1.92M – 1366
2025
Q4 		$1.92M Sell
28,510
-622
-2% -$45.8K 0.05% 399
2025
Q3 		$2.08M Buy
29,132
+853
+3% +$61.4K 0.04% 435
2025
Q2 		$1.99M Sell
28,279
-123
-0.4% -$8.24K 0.04% 419
2025
Q1 		$2.08M Buy
28,402
+13,528
+91% +$911K 0.06% 310
2024
Q4 		$932K Buy
14,874
+2,615
+21% +$171K 0.04% 432
2024
Q3 		$808K Sell
12,259
-602
-5% -$42.6K 0.03% 446
2024
Q2 		$928K Buy
12,861
+887
+7% +$63.4K 0.04% 368
2024
Q1 		$804K Sell
11,974
-47
-0.4% -$3.01K 0.04% 391
2023
Q4 		$791K Buy
12,021
+1,878
+19% +$123K 0.05% 343
2023
Q3 		$653K Buy
10,143
+956
+10% +$59.5K 0.05% 350
2023
Q2 		$555K Buy
9,187
+253
+3% +$15.2K 0.04% 397
2023
Q1 		$514K Buy
8,934
+878
+11% +$51.7K 0.04% 442
2022
Q4 		$459K Buy
8,056
+948
+13% +$52.3K 0.04% 442
2022
Q3 		$354K Buy
7,108
+666
+10% +$34.3K 0.03% 484
2022
Q2 		$337K Sell
6,442
-102
-2% -$5.73K 0.03% 513
2022
Q1 		$359K Buy
+6,544
New +$347K 0.02% 561

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

J.W. Cole Advisors's SHEL Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Shell (SHEL) in Q1 2026, closing a stake of 28,510 shares — an estimated $1.92M sold.

J.W. Cole Advisors first reported a position in SHEL in Q1 2022 and held it in 16 quarters. The position peaked at $2.08M in Q3 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 28,510 Shell shares in Q1 2026, an estimated $1.92M.
  • J.W. Cole Advisors first reported a position in Shell in Q1 2022 and held it in 16 quarters.
  • J.W. Cole Advisors's Shell position peaked at $2.08M in Q3 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.