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Laurel Wealth Advisors (North Carolina)’s Shell SHEL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-2,165
Closed -$159K – 559
2025
Q4 		$159K Buy
+2,165
New +$159K 0.02% 204
2025
Q2 		– Sell
-2,165
Closed -$159K – 580
2025
Q1 		$159K Hold
2,165
– – 0.02% 192
2024
Q4 		$136K Buy
2,165
+461
+27% +$30.2K 0.02% 204
2024
Q3 		$112K Buy
1,704
+228
+15% +$16.1K 0.02% 225
2024
Q2 		$107K Buy
1,476
+233
+19% +$16.7K 0.02% 220
2024
Q1 		$83.3K Sell
1,243
-338
-21% -$21.7K 0.01% 252
2023
Q4 		$104K Hold
1,581
– – 0.02% 222
2023
Q3 		$102K Hold
1,581
– – 0.02% 220
2023
Q2 		$95.5K Hold
1,581
– – 0.02% 230
2023
Q1 		$91K Hold
1,581
– – 0.02% 236
2022
Q4 		$90K Buy
1,581
+555
+54% +$30.6K 0.02% 214
2022
Q3 		$51K Buy
1,026
+84
+9% +$4.33K 0.01% 250
2022
Q2 		$49K Hold
942
– – 0.01% 258
2022
Q1 		$52K Buy
+942
New +$50K 0.01% 272

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

Laurel Wealth Advisors (North Carolina)'s SHEL Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Shell (SHEL) in Q1 2026, closing a stake of 2,165 shares — an estimated $159K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $159K in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,165 Shell shares in Q1 2026, an estimated $159K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Shell in Q1 2022 and held it in 14 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Shell position peaked at $159K in Q4 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.