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Minot DeBlois Advisors’s Shell SHEL Stock Holding History

Minot DeBlois 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 		$587K Buy
6,307
+53
+0.8% +$4.28K 0.53% 56
2025
Q4 		$460K Sell
6,254
-9
-0.1% -$663 0.41% 69
2025
Q3 		$448K Sell
6,263
-60
-0.9% -$4.32K 0.41% 71
2025
Q2 		$445K Sell
6,323
-42
-0.7% -$2.81K 0.42% 68
2025
Q1 		$466K Sell
6,365
-629
-9% -$42.4K 0.46% 62
2024
Q4 		$438K Buy
+6,994
New +$458K 0.4% 68

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

Minot DeBlois Advisors's SHEL Position: Q1 2026 in Review

Minot DeBlois Advisors increased its Shell (SHEL) stake by 0.85% in Q1 2026, buying an estimated $4.28K and bringing the position to 6,307 shares worth $587K. The position accounts for 0.53% of the portfolio, ranked #56.

Minot DeBlois Advisors first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Minot DeBlois Advisors held 6,307 shares of Shell worth $587K as of Q1 2026.
  • Minot DeBlois Advisors bought 53 Shell shares in Q1 2026, an estimated $4.28K.
  • Shell made up 0.53% of Minot DeBlois Advisors's portfolio in Q1 2026, its #56 holding.
  • Minot DeBlois Advisors first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.