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SHEL icon

MOTCO’s Shell SHEL Stock Holding History

MOTCO’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 		$1.06M Sell
11,431
-1,031
-8% -$83.3K 0.1% 119
2025
Q4 		$916K Buy
12,462
+3,596
+41% +$265K 0.08% 130
2025
Q3 		$634K Buy
8,866
+1,008
+13% +$72.6K 0.06% 141
2025
Q2 		$567K Sell
7,858
-58
-0.7% -$3.89K 0.05% 138
2025
Q1 		$580K Sell
7,916
-45
-0.6% -$3.03K 0.06% 134
2024
Q4 		$499K Sell
7,961
-11
-0.1% -$721 0.05% 136
2024
Q3 		$526K Sell
7,972
-98
-1% -$6.94K 0.05% 151
2024
Q2 		$582K Buy
8,070
+138
+2% +$9.86K 0.03% 194
2024
Q1 		$532K Buy
7,932
+102
+1% +$6.54K 0.03% 201
2023
Q4 		$515K Buy
7,830
+4,588
+142% +$301K 0.03% 190
2023
Q3 		$209K Buy
3,242
+2,141
+194% +$133K 0.01% 230
2023
Q2 		$66.5K Buy
1,101
+307
+39% +$18.4K ﹤0.01% 322
2023
Q1 		$45.7K Sell
794
-175
-18% -$10.3K ﹤0.01% 348
2022
Q4 		$55.2K Sell
969
-100
-9% -$5.51K ﹤0.01% 334
2022
Q3 		$53K Buy
1,069
+500
+88% +$25.8K ﹤0.01% 353
2022
Q2 		$30K Buy
569
+175
+44% +$9.83K ﹤0.01% 398
2022
Q1 		$22K Buy
+394
New +$20.9K ﹤0.01% 418

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

MOTCO's SHEL Position: Q1 2026 in Review

MOTCO reduced its Shell (SHEL) stake by 8.3% in Q1 2026, selling an estimated $83.3K and leaving 11,431 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #119.

MOTCO first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • MOTCO held 11,431 shares of Shell worth $1.06M as of Q1 2026.
  • MOTCO sold 1,031 Shell shares in Q1 2026, an estimated $83.3K.
  • Shell made up 0.1% of MOTCO's portfolio in Q1 2026, its #119 holding.
  • MOTCO first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.