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Journey Retirement Planning & Investment Management’s Shell SHEL Stock Holding History

Journey Retirement Planning & Investment 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
-6,120
Closed -$450K – 218
2025
Q4 		$450K Buy
+6,120
New +$451K 0.09% 157

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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SHEL Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 6,120 shares — an estimated $450K sold.

Journey Retirement Planning & Investment Management first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $450K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 6,120 Shell shares in Q1 2026, an estimated $450K.
  • Journey Retirement Planning & Investment Management first reported a position in Shell in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Shell position peaked at $450K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.