MA
SHEL icon

Mutual Advisors’s Shell SHEL Stock Holding History

Mutual 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 		$1.07M Buy
11,534
+2,521
+28% +$204K 0.02% 571
2025
Q4 		$662K Buy
9,013
+192
+2% +$14.1K 0.01% 744
2025
Q3 		$668K Sell
8,821
-737
-8% -$53.1K 0.01% 720
2025
Q2 		$688K Buy
9,558
+30
+0.3% +$2.01K 0.02% 650
2025
Q1 		$628K Sell
9,528
-147
-2% -$9.9K 0.02% 619
2024
Q4 		$643K Sell
9,675
-3,686
-28% -$242K 0.02% 617
2024
Q3 		$887K Buy
13,361
+66
+0.5% +$4.67K 0.03% 522
2024
Q2 		$955K Buy
13,295
+669
+5% +$47.8K 0.03% 500
2024
Q1 		$846K Buy
12,626
+266
+2% +$17K 0.03% 526
2023
Q4 		$813K Buy
12,360
+252
+2% +$16.5K 0.03% 511
2023
Q3 		$780K Buy
12,108
+1,294
+12% +$80.5K 0.03% 484
2023
Q2 		$653K Buy
10,814
+5,179
+92% +$311K 0.02% 554
2023
Q1 		$324K Buy
+5,635
New +$332K 0.01% 753
2022
Q4 		– Sell
-4,243
Closed -$211K – 967
2022
Q3 		$211K Buy
+4,243
New +$219K 0.01% 818

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

Mutual Advisors's SHEL Position: Q1 2026 in Review

Mutual Advisors increased its Shell (SHEL) stake by 28% in Q1 2026, buying an estimated $204K and bringing the position to 11,534 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #571.

Mutual Advisors first reported a position in SHEL in Q3 2022 and has held it in 14 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Mutual Advisors held 11,534 shares of Shell worth $1.07M as of Q1 2026.
  • Mutual Advisors bought 2,521 Shell shares in Q1 2026, an estimated $204K.
  • Shell made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #571 holding.
  • Mutual Advisors first reported a position in Shell in Q3 2022 and has held it in 14 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.