JSW
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Journey Strategic Wealth’s Shell SHEL Stock Holding History

Journey Strategic Wealth’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 		$803K Buy
8,636
+436
+5% +$35.2K 0.02% 230
2025
Q4 		$603K Sell
8,200
-166
-2% -$12.2K 0.02% 263
2025
Q3 		$598K Buy
8,366
+62
+0.7% +$4.46K 0.02% 255
2025
Q2 		$585K Buy
8,304
+4,988
+150% +$334K 0.02% 258
2025
Q1 		$243K Sell
3,316
-399
-11% -$26.9K 0.01% 403
2024
Q4 		$233K Sell
3,715
-1,005
-21% -$65.9K 0.01% 419
2024
Q3 		$311K Buy
4,720
+590
+14% +$41.8K 0.01% 325
2024
Q2 		$298K Buy
+4,130
New +$295K 0.01% 252

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

Journey Strategic Wealth's SHEL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Shell (SHEL) stake by 5.3% in Q1 2026, buying an estimated $35.2K and bringing the position to 8,636 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #230.

Journey Strategic Wealth first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Journey Strategic Wealth held 8,636 shares of Shell worth $803K as of Q1 2026.
  • Journey Strategic Wealth bought 436 Shell shares in Q1 2026, an estimated $35.2K.
  • Shell made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #230 holding.
  • Journey Strategic Wealth first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.