MCF Advisors’s Shell SHEL Stock Holding History

MCF Advisors’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	$98.8K	Sell	1,062 -22	-2%	-$1.78K	﹤0.01%	498
2025 Q4	$79.7K	Buy	1,084 +422	+64%	+$31.1K	﹤0.01%	435
2025 Q3	$47.4K	Hold	662	–	–	﹤0.01%	440
2025 Q2	$46.6K	Hold	662	–	–	﹤0.01%	416
2025 Q1	$48.5K	Hold	662	–	–	﹤0.01%	401
2024 Q4	$41.5K	Sell	662 -50	-7%	-$3.28K	﹤0.01%	435
2024 Q3	$47K	Hold	712	–	–	﹤0.01%	404
2024 Q2	$51.4K	Hold	712	–	–	﹤0.01%	379
2024 Q1	$47.7K	Hold	712	–	–	﹤0.01%	382
2023 Q4	$46.9K	Hold	712	–	–	﹤0.01%	378
2023 Q3	$45.8K	Buy	712 +400	+128%	+$24.9K	﹤0.01%	364
2023 Q2	$18.8K	Sell	312 -118	-27%	-$7.08K	﹤0.01%	481
2023 Q1	$24.7K	Hold	430	–	–	﹤0.01%	443
2022 Q4	$24.5K	Hold	430	–	–	﹤0.01%	424
2022 Q3	$21K	Hold	430	–	–	﹤0.01%	453
2022 Q2	$22K	Hold	430	–	–	﹤0.01%	432
2022 Q1	$24K	Buy	+430	New	+$22.8K	﹤0.01%	441

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

MCF Advisors's SHEL Position: Q1 2026 in Review

MCF Advisors reduced its Shell (SHEL) stake by 2% in Q1 2026, selling an estimated $1.78K and leaving 1,062 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

MCF Advisors 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.

MCF Advisors held 1,062 shares of Shell worth $98.8K as of Q1 2026.
MCF Advisors sold 22 Shell shares in Q1 2026, an estimated $1.78K.
Shell made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #498 holding.
MCF Advisors 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 MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.