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Mission Wealth Management’s Shell SHEL Stock Holding History

Mission Wealth Management’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 		$1.99M Sell
21,389
-332
-2% -$26.8K 0.04% 215
2025
Q4 		$1.6M Sell
21,721
-1,156
-5% -$85.2K 0.03% 249
2025
Q3 		$1.64M Buy
22,877
+2,324
+11% +$167K 0.03% 246
2025
Q2 		$1.45M Sell
20,553
-747
-4% -$50.1K 0.03% 251
2025
Q1 		$1.56M Buy
21,300
+540
+3% +$36.4K 0.04% 221
2024
Q4 		$1.3M Sell
20,760
-385
-2% -$25.2K 0.03% 235
2024
Q3 		$1.39M Buy
21,145
+1,871
+10% +$133K 0.03% 228
2024
Q2 		$1.39M Buy
19,274
+79
+0.4% +$5.65K 0.04% 215
2024
Q1 		$1.29M Sell
19,195
-2,483
-11% -$159K 0.03% 238
2023
Q4 		$1.43M Buy
21,678
+3,215
+17% +$211K 0.05% 188
2023
Q3 		$1.19M Buy
18,463
+3,068
+20% +$191K 0.04% 197
2023
Q2 		$930K Buy
15,395
+2,262
+17% +$136K 0.04% 228
2023
Q1 		$756K Buy
13,133
+190
+1% +$11.2K 0.03% 270
2022
Q4 		$737K Sell
12,943
-2,018
-13% -$111K 0.04% 256
2022
Q3 		$744K Sell
14,961
-23
-0.2% -$1.19K 0.04% 235
2022
Q2 		$784K Sell
14,984
-576
-4% -$32.4K 0.04% 232
2022
Q1 		$855K Buy
+15,560
New +$826K 0.04% 226

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

Mission Wealth Management's SHEL Position: Q1 2026 in Review

Mission Wealth Management reduced its Shell (SHEL) stake by 1.5% in Q1 2026, selling an estimated $26.8K and leaving 21,389 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #215.

Mission Wealth Management 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.

  • Mission Wealth Management held 21,389 shares of Shell worth $1.99M as of Q1 2026.
  • Mission Wealth Management sold 332 Shell shares in Q1 2026, an estimated $26.8K.
  • Shell made up 0.04% of Mission Wealth Management's portfolio in Q1 2026, its #215 holding.
  • Mission Wealth Management 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 Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.