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Lowe Brockenbrough & Co’s Shell SHEL Stock Holding History

Lowe Brockenbrough & Co’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 		$1.95M Hold
20,977
– – 0.1% 131
2025
Q4 		$1.54M Sell
20,977
-337
-2% -$24.8K 0.08% 146
2025
Q3 		$1.52M Sell
21,314
-419
-2% -$30.2K 0.08% 146
2025
Q2 		$1.53M Sell
21,733
-715
-3% -$47.9K 0.09% 145
2025
Q1 		$1.64M Sell
22,448
-483
-2% -$32.5K 0.11% 131
2024
Q4 		$1.44M Sell
22,931
-150
-0.6% -$9.83K 0.09% 141
2024
Q3 		$1.52M Buy
23,081
+298
+1% +$21.1K 0.1% 141
2024
Q2 		$1.64M Hold
22,783
– – 0.11% 135
2024
Q1 		$1.53M Sell
22,783
-2,115
-8% -$136K 0.1% 144
2023
Q4 		$1.64M Buy
24,898
+1,410
+6% +$92.5K 0.13% 134
2023
Q3 		$1.51M Sell
23,488
-3,445
-13% -$214K 0.12% 143
2023
Q2 		$1.63M Sell
26,933
-805
-3% -$48.3K 0.12% 137
2023
Q1 		$1.6M Buy
27,738
+680
+3% +$40K 0.13% 135
2022
Q4 		$1.54M Sell
27,058
-880
-3% -$48.5K 0.13% 141
2022
Q3 		$1.39M Buy
27,938
+705
+3% +$36.3K 0.13% 144
2022
Q2 		$1.42M Buy
27,233
+800
+3% +$44.9K 0.12% 147
2022
Q1 		$1.45M Buy
+26,433
New +$1.4M 0.11% 157

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

Lowe Brockenbrough & Co's SHEL Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Shell (SHEL) position steady in Q1 2026 at 20,977 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #131.

Lowe Brockenbrough & Co first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Lowe Brockenbrough & Co held 20,977 shares of Shell worth $1.95M as of Q1 2026.
  • Lowe Brockenbrough & Co left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.1% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #131 holding.
  • Lowe Brockenbrough & Co first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.