Janney Montgomery Scott
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Janney Montgomery Scott’s Shell SHEL Stock Holding History

Janney Montgomery Scott’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
-174,870
Closed -$12.8M – 3017
2025
Q4 		$12.8M Sell
174,870
-1,030
-0.6% -$75.9K 0.03% 508
2025
Q3 		$12.6M Buy
175,900
+1,384
+0.8% +$99.7K 0.03% 512
2025
Q2 		$12.3M Sell
174,516
-1,008
-0.6% -$67.6K 0.03% 479
2025
Q1 		$12.9M Buy
175,524
+33,079
+23% +$2.23M 0.04% 451
2024
Q4 		$8.92M Buy
142,445
+1,331
+0.9% +$87.2K 0.02% 572
2024
Q3 		$9.31M Sell
141,114
-3,298
-2% -$234K 0.03% 554
2024
Q2 		$10.4M Sell
144,412
-473
-0.3% -$33.8K 0.03% 492
2024
Q1 		$9.71M Buy
144,885
+1,728
+1% +$111K 0.03% 539
2023
Q4 		$9.42M Sell
143,157
-7,079
-5% -$465K 0.03% 521
2023
Q3 		$9.67M Sell
150,236
-419
-0.3% -$26.1K 0.04% 448
2023
Q2 		$9.1M Sell
150,655
-8,504
-5% -$510K 0.03% 500
2023
Q1 		$9.16M Sell
159,159
-36,715
-19% -$2.16M 0.04% 449
2022
Q4 		$11.2M Buy
195,874
+40,577
+26% +$2.24M 0.04% 397
2022
Q3 		$7.73M Buy
155,297
+10,438
+7% +$538K 0.03% 465
2022
Q2 		$7.66M Buy
+144,859
New +$8.14M 0.03% 449

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

Janney Montgomery Scott's SHEL Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Shell (SHEL) in Q1 2026, closing a stake of 174,870 shares — an estimated $12.8M sold.

Janney Montgomery Scott first reported a position in SHEL in Q2 2022 and held it in 15 quarters. The position peaked at $12.9M in Q1 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 174,870 Shell shares in Q1 2026, an estimated $12.8M.
  • Janney Montgomery Scott first reported a position in Shell in Q2 2022 and held it in 15 quarters.
  • Janney Montgomery Scott's Shell position peaked at $12.9M in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.