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Nicholas Hoffman & Company’s Shell SHEL Stock Holding History

Nicholas Hoffman & Company’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 		$1.57M Buy
16,870
+686
+4% +$55.4K 0.04% 100
2025
Q4 		$1.19M Sell
16,184
-202
-1% -$14.9K 0.03% 125
2025
Q3 		$1.17M Sell
16,386
-87
-0.5% -$6.26K 0.03% 128
2025
Q2 		$1.16M Buy
16,473
+4
+0% +$268 0.03% 121
2025
Q1 		$1.21M Sell
16,469
-50
-0.3% -$3.37K 0.05% 111
2024
Q4 		$1.03M Sell
16,519
-83
-0.5% -$5.44K 0.04% 118
2024
Q3 		$1.09M Sell
16,602
-170
-1% -$12K 0.05% 118
2024
Q2 		$1.21M Buy
16,772
+241
+1% +$17.2K 0.06% 104
2024
Q1 		$1.11M Sell
16,531
-129
-0.8% -$8.27K 0.06% 110
2023
Q4 		$1.1M Sell
16,660
-860
-5% -$56.4K 0.07% 110
2023
Q3 		$1.13M Sell
17,520
-100
-0.6% -$6.22K 0.08% 96
2023
Q2 		$1.06M Sell
17,620
-310
-2% -$18.6K 0.04% 110
2023
Q1 		$1.03M Sell
17,930
-126
-0.7% -$7.41K 0.09% 113
2022
Q4 		$1.03M Sell
18,056
-175
-1% -$9.65K 0.11% 114
2022
Q3 		$907K Buy
18,231
+330
+2% +$17K 0.04% 112
2022
Q2 		$936K Buy
17,901
+1,000
+6% +$56.2K 0.04% 110
2022
Q1 		$928K Buy
+16,901
New +$897K 0.04% 117

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

Nicholas Hoffman & Company's SHEL Position: Q1 2026 in Review

Nicholas Hoffman & Company increased its Shell (SHEL) stake by 4.2% in Q1 2026, buying an estimated $55.4K and bringing the position to 16,870 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #100.

Nicholas Hoffman & Company first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Nicholas Hoffman & Company held 16,870 shares of Shell worth $1.57M as of Q1 2026.
  • Nicholas Hoffman & Company bought 686 Shell shares in Q1 2026, an estimated $55.4K.
  • Shell made up 0.04% of Nicholas Hoffman & Company's portfolio in Q1 2026, its #100 holding.
  • Nicholas Hoffman & Company first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.