MAS
SHEL icon

MPWM Advisory Solutions’s Shell SHEL Stock Holding History

MPWM Advisory Solutions’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 		$30.5K Buy
328
+3
+0.9% +$242 0.02% 236
2025
Q4 		$23.9K Buy
325
+3
+0.9% +$221 0.01% 237
2025
Q3 		$23K Buy
322
+3
+0.9% +$216 0.01% 227
2025
Q2 		$22.4K Sell
319
-22
-6% -$1.48K 0.01% 225
2025
Q1 		$25K Buy
341
+3
+0.9% +$202 0.02% 208
2024
Q4 		$21.1K Buy
+338
New +$22.2K 0.02% 238

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

MPWM Advisory Solutions's SHEL Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Shell (SHEL) stake by 0.92% in Q1 2026, buying an estimated $242 and bringing the position to 328 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #236.

MPWM Advisory Solutions first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • MPWM Advisory Solutions held 328 shares of Shell worth $30.5K as of Q1 2026.
  • MPWM Advisory Solutions bought 3 Shell shares in Q1 2026, an estimated $242.
  • Shell made up 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #236 holding.
  • MPWM Advisory Solutions first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.