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Linscomb Wealth’s Shell SHEL Stock Holding History

Linscomb Wealth’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 		$368K Buy
3,953
+1,019
+35% +$82.3K 0.02% 267
2025
Q4 		$216K Hold
2,934
– – 0.01% 296
2025
Q3 		$210K Sell
2,934
-149
-5% -$10.7K 0.01% 301
2025
Q2 		$217K Buy
3,083
+25
+0.8% +$1.68K 0.01% 300
2025
Q1 		$224K Buy
+3,058
New +$206K 0.01% 280
2024
Q4 		– Sell
-3,190
Closed -$210K – 296
2024
Q3 		$210K Buy
3,190
+60
+2% +$4.25K 0.01% 282
2024
Q2 		$226K Sell
3,130
-1,165
-27% -$83.3K 0.01% 276
2024
Q1 		$288K Buy
4,295
+191
+5% +$12.2K 0.01% 249
2023
Q4 		$270K Sell
4,104
-300
-7% -$19.7K 0.01% 254
2023
Q3 		$284K Sell
4,404
-140
-3% -$8.71K 0.02% 245
2023
Q2 		$274K Buy
4,544
+878
+24% +$52.7K 0.01% 256
2023
Q1 		$211K Sell
3,666
-576
-14% -$33.9K 0.01% 277
2022
Q4 		$242K Sell
4,242
-245
-5% -$13.5K 0.01% 309
2022
Q3 		$223K Sell
4,487
-333
-7% -$17.2K 0.01% 270
2022
Q2 		$252K Sell
4,820
-505
-9% -$28.4K 0.01% 264
2022
Q1 		$292K Buy
+5,325
New +$283K 0.01% 293

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

Linscomb Wealth's SHEL Position: Q1 2026 in Review

Linscomb Wealth increased its Shell (SHEL) stake by 35% in Q1 2026, buying an estimated $82.3K and bringing the position to 3,953 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #267.

Linscomb Wealth first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Linscomb Wealth held 3,953 shares of Shell worth $368K as of Q1 2026.
  • Linscomb Wealth bought 1,019 Shell shares in Q1 2026, an estimated $82.3K.
  • Shell made up 0.02% of Linscomb Wealth's portfolio in Q1 2026, its #267 holding.
  • Linscomb Wealth first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.