NWF Advisory Services’s Shell SHEL Stock Holding History

NWF Advisory Services’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	$346K	Sell	3,716 -1,488	-29%	-$120K	0.04%	271
2025 Q4	$382K	Buy	5,204 +53	+1%	+$3.9K	0.04%	242
2025 Q3	$369K	Buy	5,151 +929	+22%	+$66.9K	0.04%	253
2025 Q2	$297K	Buy	+4,222	New	+$283K	0.04%	298
2024 Q4	–	Sell	-3,914	Closed	-$258K	–	402
2024 Q3	$258K	Buy	3,914 +108	+3%	+$7.65K	0.04%	263
2024 Q2	$275K	Buy	3,806 +108	+3%	+$7.72K	0.04%	236
2024 Q1	$248K	Buy	3,698 +299	+9%	+$19.2K	0.04%	249
2023 Q4	$224K	Buy	+3,399	New	+$223K	0.04%	243

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NWF Advisory Services's SHEL Position: Q1 2026 in Review

NWF Advisory Services reduced its Shell (SHEL) stake by 29% in Q1 2026, selling an estimated $120K and leaving 3,716 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #271.

NWF Advisory Services first reported a position in SHEL in Q4 2023 and has held it in 8 quarters since. The position peaked at $382K in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

NWF Advisory Services held 3,716 shares of Shell worth $346K as of Q1 2026.
NWF Advisory Services sold 1,488 Shell shares in Q1 2026, an estimated $120K.
Shell made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #271 holding.
NWF Advisory Services first reported a position in Shell in Q4 2023 and has held it in 8 quarters since.
NWF Advisory Services's Shell position peaked at $382K in Q4 2025.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.