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Kohmann Bosshard Financial Services’s Shell SHEL Stock Holding History

Kohmann Bosshard Financial Services’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
-351
Closed -$25.8K – 529
2025
Q4 		$25.8K Buy
+351
New +$25.9K ﹤0.01% 673
2025
Q1 		– Sell
-1
Closed -$63 – 684
2024
Q4 		$63 Buy
+1
New +$66 ﹤0.01% 750

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 $580B AUM 38.23% 1-Year Est. Return

Kohmann Bosshard Financial Services's SHEL Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Shell (SHEL) in Q1 2026, closing a stake of 351 shares — an estimated $25.8K sold.

Kohmann Bosshard Financial Services first reported a position in SHEL in Q4 2024 and held it in 2 quarters. The position peaked at $25.8K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 351 Shell shares in Q1 2026, an estimated $25.8K.
  • Kohmann Bosshard Financial Services first reported a position in Shell in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Shell position peaked at $25.8K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.