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Johnson Financial Group LLC (Colorado)’s Shell SHEL Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$323K Buy
3,469
+284
+9% +$22.9K 0.02% 126
2025
Q4 		$234K Buy
+3,185
New +$235K 0.01% 108

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

Johnson Financial Group LLC (Colorado)'s SHEL Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Shell (SHEL) stake by 8.9% in Q1 2026, buying an estimated $22.9K and bringing the position to 3,469 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #126.

Johnson Financial Group LLC (Colorado) first reported a position in SHEL in Q4 2025 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 3,469 shares of Shell worth $323K as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) bought 284 Shell shares in Q1 2026, an estimated $22.9K.
  • Shell made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #126 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Shell in Q4 2025 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.