Level Four Advisory Services’s Shell SHEL Stock Holding History

Level Four Advisory 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	$2.45M	Buy	26,317 +341	+1%	+$27.6K	0.08%	268
2025 Q4	$1.91M	Buy	25,976 +44	+0.2%	+$3.24K	0.06%	286
2025 Q3	$1.86M	Buy	25,932 +1,141	+5%	+$82.2K	0.06%	285
2025 Q2	$1.75M	Sell	24,791 -1,753	-7%	-$118K	0.06%	271
2025 Q1	$1.95M	Buy	26,544 +3,953	+17%	+$266K	0.08%	246
2024 Q4	$1.42M	Buy	22,591 +1,087	+5%	+$71.2K	0.06%	286
2024 Q3	$1.45M	Sell	21,504 -1,263	-6%	-$89.5K	0.06%	281
2024 Q2	$1.64M	Buy	22,767 +2,161	+10%	+$154K	0.07%	262
2024 Q1	$1.36M	Buy	20,606 +489	+2%	+$31.3K	0.07%	254
2023 Q4	$1.32M	Sell	20,117 -2,641	-12%	-$173K	0.07%	255
2023 Q3	$1.47M	Buy	22,758 +4,388	+24%	+$273K	0.09%	230
2023 Q2	$1.11M	Sell	18,370 -473	-3%	-$28.4K	0.07%	271
2023 Q1	$1.08M	Sell	18,843 -803	-4%	-$47.2K	0.07%	265
2022 Q4	$1.12M	Buy	19,646 +418	+2%	+$23K	0.08%	230
2022 Q3	$957K	Sell	19,228 -837	-4%	-$43.1K	0.09%	212
2022 Q2	$1.05M	Sell	20,065 -3,112	-13%	-$175K	0.1%	207
2022 Q1	$1.27M	Buy	+23,177	New	+$1.23M	0.1%	201

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Level Four Advisory Services's SHEL Position: Q1 2026 in Review

Level Four Advisory Services increased its Shell (SHEL) stake by 1.3% in Q1 2026, buying an estimated $27.6K and bringing the position to 26,317 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #268.

Level Four Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Level Four Advisory Services held 26,317 shares of Shell worth $2.45M as of Q1 2026.
Level Four Advisory Services bought 341 Shell shares in Q1 2026, an estimated $27.6K.
Shell made up 0.08% of Level Four Advisory Services's portfolio in Q1 2026, its #268 holding.
Level Four Advisory Services first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.