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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
2023
Q1 		– Sell
-4
Closed -$1.07K – 649
2022
Q4 		$1.07K Hold
4
– – ﹤0.01% 552
2022
Q3 		$1K Hold
4
– – ﹤0.01% 564
2022
Q2 		$2K Sell
4
-1
-20% -$56 ﹤0.01% 608
2022
Q1 		$2K Buy
+5
New +$265 ﹤0.01% 729

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.