Matthew Goff Investment Advisor’s Shell SHEL Stock Holding History

Matthew Goff Investment Advisor’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	–	Sell	-3,146	Closed	-$231K	–	118
2025 Q4	$231K	Sell	3,146 -1	-0%	-$74	0.04%	86
2025 Q3	$225K	Sell	3,147 -2,459	-44%	-$177K	0.04%	93
2025 Q2	$395K	Hold	5,606	–	–	0.07%	79
2025 Q1	$411K	Buy	5,606 +98	+2%	+$6.6K	0.08%	85
2024 Q4	$345K	Hold	5,508	–	–	0.06%	86
2024 Q3	$363K	Hold	5,508	–	–	0.07%	83
2024 Q2	$398K	Sell	5,508 -925	-14%	-$66.1K	0.08%	82
2024 Q1	$431K	Hold	6,433	–	–	0.09%	77
2023 Q4	$423K	Hold	6,433	–	–	0.09%	75
2023 Q3	$414K	Hold	6,433	–	–	0.1%	75
2023 Q2	$388K	Buy	6,433 +576	+10%	+$34.6K	0.09%	78
2023 Q1	$337K	Sell	5,857 -4,000	-41%	-$235K	0.08%	77
2022 Q4	$561K	Buy	9,857 +4,808	+95%	+$265K	0.15%	65
2022 Q3	$251K	Hold	5,049	–	–	0.07%	72
2022 Q2	$264K	Sell	5,049 -6,761	-57%	-$380K	0.07%	71
2022 Q1	$649K	Buy	+11,810	New	+$627K	0.15%	57

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $14.7B AUM 12.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Matthew Goff Investment Advisor's SHEL Position: Q1 2026 in Review

Matthew Goff Investment Advisor sold out of Shell (SHEL) in Q1 2026, closing a stake of 3,146 shares — an estimated $231K sold.

Matthew Goff Investment Advisor first reported a position in SHEL in Q1 2022 and held it in 16 quarters. The position peaked at $649K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Matthew Goff Investment Advisor reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Matthew Goff Investment Advisor sold 3,146 Shell shares in Q1 2026, an estimated $231K.
Matthew Goff Investment Advisor first reported a position in Shell in Q1 2022 and held it in 16 quarters.
Matthew Goff Investment Advisor's Shell position peaked at $649K in Q1 2022.
1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q1 2026, filed 17 Apr 2026.