Lido Advisors
SHEL icon

Lido Advisors’s Shell SHEL Stock Holding History

Lido 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 		$4.12M Buy
44,274
+2,447
+6% +$198K 0.01% 496
2025
Q4 		$3M Sell
41,827
-1,084
-3% -$79.8K 0.01% 602
2025
Q3 		$3.07M Buy
42,911
+2,273
+6% +$164K 0.01% 573
2025
Q2 		$2.86M Buy
40,638
+2,585
+7% +$173K 0.01% 499
2025
Q1 		$2.79M Buy
38,053
+10,493
+38% +$707K 0.01% 469
2024
Q4 		$1.73M Buy
27,560
+4,874
+21% +$319K 0.01% 559
2024
Q3 		$1.5M Buy
22,686
+2,157
+11% +$153K 0.01% 559
2024
Q2 		$1.48M Buy
20,529
+2,555
+14% +$183K 0.01% 532
2024
Q1 		$1.2M Buy
17,974
+2,564
+17% +$164K 0.01% 578
2023
Q4 		$1.01M Buy
15,410
+3,462
+29% +$227K 0.01% 614
2023
Q3 		$769K Sell
11,948
-899
-7% -$56K 0.01% 613
2023
Q2 		$776K Buy
12,847
+1,787
+16% +$107K 0.01% 601
2023
Q1 		$631K Buy
11,060
+776
+8% +$45.7K 0.01% 605
2022
Q4 		$586K Buy
10,284
+2,216
+27% +$122K 0.01% 539
2022
Q3 		$400K Sell
8,068
-12,494
-61% -$644K 0.01% 621
2022
Q2 		$1.07M Buy
+20,562
New +$1.16M 0.01% 329

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

Lido Advisors's SHEL Position: Q1 2026 in Review

Lido Advisors increased its Shell (SHEL) stake by 5.9% in Q1 2026, buying an estimated $198K and bringing the position to 44,274 shares worth $4.12M. The position accounts for 0.01% of the portfolio, ranked #496.

Lido Advisors first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Lido Advisors held 44,274 shares of Shell worth $4.12M as of Q1 2026.
  • Lido Advisors bought 2,447 Shell shares in Q1 2026, an estimated $198K.
  • Shell made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #496 holding.
  • Lido Advisors first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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