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Moneta Group Investment Advisors’s Shell SHEL Stock Holding History

Moneta Group Investment 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 		$615K Buy
6,611
+923
+16% +$74.6K ﹤0.01% 452
2025
Q4 		$418K Buy
5,688
+1,012
+22% +$74.5K ﹤0.01% 550
2025
Q3 		$334K Buy
4,676
+161
+4% +$11.6K ﹤0.01% 595
2025
Q2 		$318K Sell
4,515
-2,500
-36% -$168K ﹤0.01% 549
2025
Q1 		$514K Sell
7,015
-2,474
-26% -$167K 0.01% 413
2024
Q4 		$594K Sell
9,489
-52
-0.5% -$3.41K 0.01% 370
2024
Q3 		$629K Sell
9,541
-1,710
-15% -$121K 0.01% 359
2024
Q2 		$812K Buy
11,251
+188
+2% +$13.4K 0.01% 297
2024
Q1 		$742K Sell
11,063
-1,106
-9% -$70.9K 0.01% 307
2023
Q4 		$801K Buy
12,169
+1,061
+10% +$69.6K 0.02% 267
2023
Q3 		$715K Sell
11,108
-690
-6% -$42.9K 0.02% 260
2023
Q2 		$712K Sell
11,798
-2,459
-17% -$148K 0.02% 269
2023
Q1 		$820K Buy
14,257
+143
+1% +$8.41K 0.02% 238
2022
Q4 		$830K Sell
14,114
-818
-5% -$45.1K 0.02% 222
2022
Q3 		$743K Sell
14,932
-2,777
-16% -$143K 0.03% 214
2022
Q2 		$926K Sell
17,709
-2,681
-13% -$151K 0.03% 214
2022
Q1 		$1.12M Buy
+20,390
New +$1.08M 0.04% 186

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

Moneta Group Investment Advisors's SHEL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Shell (SHEL) stake by 16% in Q1 2026, buying an estimated $74.6K and bringing the position to 6,611 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Moneta Group Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.12M in Q1 2022. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Moneta Group Investment Advisors held 6,611 shares of Shell worth $615K as of Q1 2026.
  • Moneta Group Investment Advisors bought 923 Shell shares in Q1 2026, an estimated $74.6K.
  • Shell made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #452 holding.
  • Moneta Group Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's Shell position peaked at $1.12M in Q1 2022.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.