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MKT Advisors’s Shell SHEL Stock Holding History

MKT 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 		– Sell
-2,900
Closed -$218K – 165
2025
Q4 		$218K Hold
2,900
– – 0.07% 151
2025
Q3 		$210K Hold
2,900
– – 0.08% 161
2025
Q2 		$206K Buy
+2,900
New +$194K 0.08% 159
2024
Q3 		– Sell
-2,900
Closed -$210K – 158
2024
Q2 		$210K Hold
2,900
– – 0.1% 138
2024
Q1 		$211K Sell
2,900
-225
-7% -$14.4K 0.12% 132
2023
Q4 		$205K Buy
+3,125
New +$205K 0.14% 136
2022
Q2 		– Sell
-3,725
Closed -$202K – 145
2022
Q1 		$202K Buy
+3,725
New +$198K 0.15% 135

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MKT Advisors's SHEL Position: Q1 2026 in Review

MKT Advisors sold out of Shell (SHEL) in Q1 2026, closing a stake of 2,900 shares — an estimated $218K sold.

MKT Advisors first reported a position in SHEL in Q1 2022 and held it in 7 quarters. The position peaked at $218K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • MKT Advisors reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • MKT Advisors sold 2,900 Shell shares in Q1 2026, an estimated $218K.
  • MKT Advisors first reported a position in Shell in Q1 2022 and held it in 7 quarters.
  • MKT Advisors's Shell position peaked at $218K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on MKT Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.