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MONECO Advisors’s Shell SHEL Stock Holding History

MONECO 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 		$444K Sell
4,776
-2,996
-39% -$242K 0.03% 325
2025
Q4 		$571K Buy
7,772
+65
+0.8% +$4.79K 0.05% 282
2025
Q3 		$551K Buy
7,707
+33
+0.4% +$2.38K 0.05% 284
2025
Q2 		$540K Buy
7,674
+91
+1% +$6.1K 0.05% 280
2025
Q1 		$556K Buy
7,583
+134
+2% +$9.03K 0.06% 262
2024
Q4 		$467K Buy
7,449
+129
+2% +$8.45K 0.05% 290
2024
Q3 		$483K Buy
7,320
+49
+0.7% +$3.47K 0.06% 263
2024
Q2 		$525K Buy
7,271
+37
+0.5% +$2.65K 0.08% 231
2024
Q1 		$485K Sell
7,234
-5,260
-42% -$337K 0.08% 243
2023
Q4 		$822K Buy
12,494
+8,791
+237% +$577K 0.16% 158
2023
Q3 		$238K Buy
3,703
+182
+5% +$11.3K 0.06% 295
2023
Q2 		$213K Sell
3,521
-12
-0.3% -$720 0.06% 311
2023
Q1 		$203K Buy
+3,533
New +$208K 0.06% 310

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

MONECO Advisors's SHEL Position: Q1 2026 in Review

MONECO Advisors reduced its Shell (SHEL) stake by 39% in Q1 2026, selling an estimated $242K and leaving 4,776 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #325.

MONECO Advisors first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $822K in Q4 2023. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • MONECO Advisors held 4,776 shares of Shell worth $444K as of Q1 2026.
  • MONECO Advisors sold 2,996 Shell shares in Q1 2026, an estimated $242K.
  • Shell made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #325 holding.
  • MONECO Advisors first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
  • MONECO Advisors's Shell position peaked at $822K in Q4 2023.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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