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Jessup Wealth Management’s Shell SHEL Stock Holding History

Jessup Wealth Management’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
-800
Closed -$58.8K – 298
2025
Q4 		$58.8K Buy
+800
New +$58.9K 0.02% 138

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

Jessup Wealth Management's SHEL Position: Q1 2026 in Review

Jessup Wealth Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 800 shares — an estimated $58.8K sold.

Jessup Wealth Management first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $58.8K in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Jessup Wealth Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 800 Shell shares in Q1 2026, an estimated $58.8K.
  • Jessup Wealth Management first reported a position in Shell in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Shell position peaked at $58.8K in Q4 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.