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Limestone Investment Advisors’s Shell SHEL Stock Holding History

Limestone Investment 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
2025
Q4 		– Sell
-3,400
Closed -$243K – 628
2025
Q3 		$243K Buy
+3,400
New +$245K 0.02% 377

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

Limestone Investment Advisors's SHEL Position: Q1 2026 in Review

Limestone Investment Advisors held its Shell (SHEL) position steady in Q1 2026 at 36,000 shares worth $3.35M. The position accounts for 0.27% of the portfolio, ranked #64.

Limestone Investment Advisors first reported a position in SHEL in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Limestone Investment Advisors held 36,000 shares of Shell worth $3.35M as of Q1 2026.
  • Limestone Investment Advisors left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.27% of Limestone Investment Advisors's portfolio in Q1 2026, its #64 holding.
  • Limestone Investment Advisors first reported a position in Shell in Q2 2025 and has held it in 4 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.