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Mather Group’s Shell SHEL Stock Holding History

Mather Group’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 		$1.64M Sell
17,624
-169
-0.9% -$13.7K 0.02% 254
2025
Q4 		$1.31M Buy
17,793
+186
+1% +$13.7K 0.01% 249
2025
Q3 		$1.26M Sell
17,607
-67
-0.4% -$4.82K 0.01% 250
2025
Q2 		$1.24M Buy
17,674
+468
+3% +$31.4K 0.01% 241
2025
Q1 		$1.26M Buy
17,206
+520
+3% +$35K 0.01% 228
2024
Q4 		$1.05M Buy
16,686
+1,512
+10% +$99.1K 0.01% 235
2024
Q3 		$1M Sell
15,174
-476
-3% -$33.7K 0.01% 246
2024
Q2 		$1.05M Buy
15,650
+3,543
+29% +$253K 0.01% 259
2024
Q1 		$797K Sell
12,107
-811
-6% -$52K 0.01% 256
2023
Q4 		$850K Hold
12,918
– – 0.01% 252
2023
Q3 		$832K Sell
12,918
-1,159
-8% -$72.1K 0.01% 243
2023
Q2 		$850K Buy
14,077
+1,512
+12% +$90.7K 0.01% 250
2023
Q1 		$723K Buy
12,565
+1,343
+12% +$79K 0.01% 265
2022
Q4 		$639K Sell
11,222
-363
-3% -$20K 0.01% 277
2022
Q3 		$576K Sell
11,585
-152
-1% -$7.83K 0.01% 264
2022
Q2 		$614K Buy
11,737
+128
+1% +$7.19K 0.01% 227
2022
Q1 		$638K Buy
+11,609
New +$616K 0.01% 228

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

Mather Group's SHEL Position: Q1 2026 in Review

Mather Group reduced its Shell (SHEL) stake by 0.95% in Q1 2026, selling an estimated $13.7K and leaving 17,624 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #254.

Mather Group 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.

  • Mather Group held 17,624 shares of Shell worth $1.64M as of Q1 2026.
  • Mather Group sold 169 Shell shares in Q1 2026, an estimated $13.7K.
  • Shell made up 0.02% of Mather Group's portfolio in Q1 2026, its #254 holding.
  • Mather Group 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 Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.