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Naviter Wealth’s Shell SHEL Stock Holding History

Naviter Wealth’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 		$5.64M Buy
60,592
+2,755
+5% +$223K 0.7% 27
2025
Q4 		$4.25M Sell
57,837
-8,068
-12% -$594K 0.55% 37
2025
Q3 		$4.71M Buy
65,905
+2,346
+4% +$169K 0.55% 35
2025
Q2 		$4.48M Buy
63,559
+1,438
+2% +$96.4K 0.55% 36
2025
Q1 		$4.52M Buy
62,121
+366
+0.6% +$24.7K 0.55% 41
2024
Q4 		$3.87M Sell
61,755
-20,748
-25% -$1.36M 0.47% 52
2024
Q3 		$5.44M Buy
82,503
+501
+0.6% +$35.5K 0.76% 29
2024
Q2 		$5.92M Buy
82,002
+1,714
+2% +$123K 0.88% 21
2024
Q1 		$5.38M Buy
80,288
+9,153
+13% +$587K 0.88% 24
2023
Q4 		$4.68M Buy
71,135
+15,519
+28% +$1.02M 0.94% 24
2023
Q3 		$3.58M Buy
55,616
+8,145
+17% +$507K 0.86% 23
2023
Q2 		$2.87M Buy
47,471
+4,694
+11% +$282K 0.73% 29
2023
Q1 		$2.46M Buy
42,777
+6,514
+18% +$383K 0.86% 19
2022
Q4 		$2.1M Buy
36,263
+372
+1% +$20.5K 0.58% 37
2022
Q3 		$1.79M Buy
35,891
+3,852
+12% +$198K 0.73% 23
2022
Q2 		$1.68M Buy
+32,039
New +$1.8M 0.69% 25

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

Naviter Wealth's SHEL Position: Q1 2026 in Review

Naviter Wealth increased its Shell (SHEL) stake by 4.8% in Q1 2026, buying an estimated $223K and bringing the position to 60,592 shares worth $5.64M. The position accounts for 0.7% of the portfolio, ranked #27.

Naviter Wealth first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.92M in Q2 2024. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Naviter Wealth held 60,592 shares of Shell worth $5.64M as of Q1 2026.
  • Naviter Wealth bought 2,755 Shell shares in Q1 2026, an estimated $223K.
  • Shell made up 0.7% of Naviter Wealth's portfolio in Q1 2026, its #27 holding.
  • Naviter Wealth first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Shell position peaked at $5.92M in Q2 2024.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.