Jaffetilchin Investment Partners’s Shell SHEL Stock Holding History

Jaffetilchin Investment 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	$757K	Sell	8,138 -197	-2%	-$15.9K	0.05%	215
2025 Q4	$612K	Sell	8,335 -34	-0.4%	-$2.5K	0.04%	247
2025 Q3	$599K	Sell	8,369 -290	-3%	-$20.9K	0.04%	250
2025 Q2	$610K	Buy	8,659 +9	+0.1%	+$603	0.04%	229
2025 Q1	$634K	Sell	8,650 -1,012	-10%	-$68.2K	0.05%	220
2024 Q4	$605K	Buy	9,662 +9,324	+2,759%	+$611K	0.04%	211
2024 Q3	$22.3K	Buy	+338	New	+$23.9K	﹤0.01%	740
2023 Q2	–	Sell	-8,156	Closed	-$469K	–	381
2023 Q1	$469K	Buy	+8,156	New	+$480K	0.05%	211

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Jaffetilchin Investment Partners's SHEL Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Shell (SHEL) stake by 2.4% in Q1 2026, selling an estimated $15.9K and leaving 8,138 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #215.

Jaffetilchin Investment Partners first reported a position in SHEL in Q1 2023 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Jaffetilchin Investment Partners held 8,138 shares of Shell worth $757K as of Q1 2026.
Jaffetilchin Investment Partners sold 197 Shell shares in Q1 2026, an estimated $15.9K.
Shell made up 0.05% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #215 holding.
Jaffetilchin Investment Partners first reported a position in Shell in Q1 2023 and has held it in 8 quarters since.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.