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JPL Wealth Management’s Shell SHEL Stock Holding History

JPL 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 		$22.1K Buy
+238
New +$19.2K 0.01% 377
2025
Q4 		– Sell
-215
Closed -$15.4K – 949
2025
Q3 		$15.4K Buy
+215
New +$15.5K ﹤0.01% 460

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

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

JPL Wealth Management opened a new position in Shell (SHEL) in Q1 2026: 238 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SHEL as recently as Q3 2025.

JPL Wealth Management first reported a position in SHEL in Q3 2025 and has held it in 2 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • JPL Wealth Management held 238 shares of Shell worth $22.1K as of Q1 2026.
  • Shell was a new JPL Wealth Management position in Q1 2026.
  • Shell made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #377 holding.
  • JPL Wealth Management first reported a position in Shell in Q3 2025 and has held it in 2 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.