KA
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Kovack Advisors’s Shell SHEL Stock Holding History

Kovack Advisors’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 		$713K Sell
7,731
-200
-3% -$16.2K 0.04% 483
2025
Q4 		$583K Buy
7,931
+1,386
+21% +$102K 0.03% 543
2025
Q3 		$468K Sell
6,545
-314
-5% -$22.6K 0.04% 348
2025
Q2 		$483K Sell
6,859
-1,206
-15% -$80.8K 0.05% 337
2025
Q1 		$591K Sell
8,065
-76
-0.9% -$5.12K 0.06% 261
2024
Q4 		$510K Sell
8,141
-187
-2% -$12.3K 0.05% 299
2024
Q3 		$549K Sell
8,328
-286
-3% -$20.3K 0.06% 286
2024
Q2 		$622K Sell
8,614
-118
-1% -$8.43K 0.07% 257
2024
Q1 		$585K Sell
8,732
-129
-1% -$8.27K 0.07% 232
2023
Q4 		$583K Sell
8,861
-2,021
-19% -$133K 0.07% 268
2023
Q3 		$701K Sell
10,882
-647
-6% -$40.3K 0.1% 195
2023
Q2 		$696K Sell
11,529
-3,462
-23% -$208K 0.09% 218
2023
Q1 		$863K Buy
14,991
+1,960
+15% +$115K 0.12% 182
2022
Q4 		$742K Sell
13,031
-170
-1% -$9.37K 0.11% 202
2022
Q3 		$657K Buy
13,201
+182
+1% +$9.38K 0.1% 230
2022
Q2 		$681K Buy
13,019
+1,045
+9% +$58.7K 0.09% 245
2022
Q1 		$657K Buy
+11,974
New +$636K 0.07% 320

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

Kovack Advisors's SHEL Position: Q1 2026 in Review

Kovack Advisors reduced its Shell (SHEL) stake by 2.5% in Q1 2026, selling an estimated $16.2K and leaving 7,731 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #483.

Kovack Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $863K in Q1 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Kovack Advisors held 7,731 shares of Shell worth $713K as of Q1 2026.
  • Kovack Advisors sold 200 Shell shares in Q1 2026, an estimated $16.2K.
  • Shell made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #483 holding.
  • Kovack Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Kovack Advisors's Shell position peaked at $863K in Q1 2023.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.