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Medallion Wealth Advisors’s Shell SHEL Stock Holding History

Medallion Wealth 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 		$168K Buy
1,803
+1
+0.1% +$81 0.05% 275
2025
Q4 		$132K Sell
1,802
-1,099
-38% -$81K 0.04% 307
2025
Q3 		$208K Sell
2,901
-177
-6% -$12.7K 0.07% 229
2025
Q2 		$218K Buy
3,078
+2
+0.1% +$134 0.08% 218
2025
Q1 		$225K Hold
3,076
– – 0.1% 189
2024
Q4 		$203K Buy
+3,076
New +$202K 0.1% 188

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

Medallion Wealth Advisors's SHEL Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Shell (SHEL) stake by 0.06% in Q1 2026, buying an estimated $81 and bringing the position to 1,803 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #275.

Medallion Wealth Advisors first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $225K in Q1 2025. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Medallion Wealth Advisors held 1,803 shares of Shell worth $168K as of Q1 2026.
  • Medallion Wealth Advisors bought 1 Shell share in Q1 2026, an estimated $81.
  • Shell made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #275 holding.
  • Medallion Wealth Advisors first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Shell position peaked at $225K in Q1 2025.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.