Mark Sheptoff Financial Planning’s Shell SHEL Stock Holding History

Mark Sheptoff Financial Planning’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	$35.9K	Sell	400 -350	-47%	-$28.3K	0.02%	209
2025 Q4	$55.1K	Hold	750	–	–	0.03%	191
2025 Q3	$53.6K	Hold	750	–	–	0.03%	187
2025 Q2	$52.8K	Hold	750	–	–	0.03%	181
2025 Q1	$55K	Hold	750	–	–	0.03%	165
2024 Q4	$47K	Hold	750	–	–	0.03%	182
2024 Q3	$49.5K	Hold	750	–	–	0.03%	173
2024 Q2	$54.1K	Hold	750	–	–	0.03%	174
2024 Q1	$50.3K	Hold	750	–	–	0.03%	174
2023 Q4	$49.4K	Hold	750	–	–	0.03%	162
2023 Q3	$48.3K	Sell	750 -350	-32%	-$21.8K	0.03%	151
2023 Q2	$66.4K	Buy	1,100 +50	+5%	+$3K	0.04%	141
2023 Q1	$60.4K	Buy	1,050 +300	+40%	+$17.6K	0.04%	143
2022 Q4	$42.7K	Hold	750	–	–	0.03%	161
2022 Q3	$37K	Sell	750 -11,450	-94%	-$590K	0.02%	163
2022 Q2	$638K	Buy	+12,200	New	+$685K	0.37%	50

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

Mark Sheptoff Financial Planning's SHEL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Shell (SHEL) stake by 47% in Q1 2026, selling an estimated $28.3K and leaving 400 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #209.

Mark Sheptoff Financial Planning first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $638K in Q2 2022. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Mark Sheptoff Financial Planning held 400 shares of Shell worth $35.9K as of Q1 2026.
Mark Sheptoff Financial Planning sold 350 Shell shares in Q1 2026, an estimated $28.3K.
Shell made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #209 holding.
Mark Sheptoff Financial Planning first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
Mark Sheptoff Financial Planning's Shell position peaked at $638K in Q2 2022.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.