Magnolia Private Wealth’s Shell SHEL Stock Holding History

Magnolia Private 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	$205K	Buy	+2,202	New	+$178K	0.14%	127

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

Magnolia Private Wealth's SHEL Position: Q1 2026 in Review

Magnolia Private Wealth opened a new position in Shell (SHEL) in Q1 2026: 2,202 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #127 among its holdings.

1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Magnolia Private Wealth held 2,202 shares of Shell worth $205K as of Q1 2026.
Shell was a new Magnolia Private Wealth position in Q1 2026.
Shell made up 0.14% of Magnolia Private Wealth's portfolio in Q1 2026, its #127 holding.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.