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Keel Point’s Shell SHEL Stock Holding History

Keel Point’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 		$218K Sell
2,339
-4,087
-64% -$330K 0.01% 430
2025
Q4 		$472K Sell
6,426
-311
-5% -$22.9K 0.03% 309
2025
Q3 		$482K Sell
6,737
-6
-0.1% -$432 0.03% 310
2025
Q2 		$475K Buy
6,743
+1,339
+25% +$89.8K 0.03% 307
2025
Q1 		$396K Sell
5,404
-381
-7% -$25.7K 0.03% 297
2024
Q4 		$362K Sell
5,785
-254
-4% -$16.6K 0.03% 291
2024
Q3 		$398K Buy
6,039
+13
+0.2% +$921 0.03% 280
2024
Q2 		$436K Buy
6,026
+1,243
+26% +$88.8K 0.04% 257
2024
Q1 		$321K Sell
4,783
-157
-3% -$10.1K 0.03% 274
2023
Q4 		$325K Buy
4,940
+838
+20% +$55K 0.04% 246
2023
Q3 		$264K Sell
4,102
-44
-1% -$2.74K 0.04% 257
2023
Q2 		$250K Sell
4,146
-119
-3% -$7.14K 0.03% 271
2023
Q1 		$245K Sell
4,265
-594
-12% -$34.9K 0.04% 255
2022
Q4 		$277K Sell
4,859
-42
-0.9% -$2.31K 0.04% 231
2022
Q3 		$244K Buy
4,901
+432
+10% +$22.3K 0.04% 211
2022
Q2 		$237K Buy
4,469
+338
+8% +$19K 0.04% 224
2022
Q1 		$227K Buy
+4,131
New +$219K 0.03% 238

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

Keel Point's SHEL Position: Q1 2026 in Review

Keel Point reduced its Shell (SHEL) stake by 64% in Q1 2026, selling an estimated $330K and leaving 2,339 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #430.

Keel Point first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $482K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Keel Point held 2,339 shares of Shell worth $218K as of Q1 2026.
  • Keel Point sold 4,087 Shell shares in Q1 2026, an estimated $330K.
  • Shell made up 0.01% of Keel Point's portfolio in Q1 2026, its #430 holding.
  • Keel Point first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Keel Point's Shell position peaked at $482K in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.