Obermeyer Wealth Partners’s Shell SHEL Stock Holding History

Obermeyer Wealth Partners’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	$3.03M	Sell	32,627 -1,225	-4%	-$99K	0.14%	60
2025 Q4	$2.49M	Sell	33,852 -853	-2%	-$62.8K	0.11%	68
2025 Q3	$2.48M	Buy	34,705 +191	+0.6%	+$13.8K	0.12%	64
2025 Q2	$2.43M	Buy	34,514 +14,979	+77%	+$1M	0.12%	64
2025 Q1	$1.43M	Buy	19,535 +192	+1%	+$12.9K	0.08%	81
2024 Q4	$1.21M	Buy	19,343 +21	+0.1%	+$1.38K	0.06%	89
2024 Q3	$1.27M	Buy	19,322 +2,500	+15%	+$177K	0.07%	94
2024 Q2	$1.21M	Sell	16,822 -1,000	-6%	-$71.5K	0.07%	92
2024 Q1	$1.19M	Buy	17,822 +13,307	+295%	+$853K	0.07%	89
2023 Q4	$297K	Sell	4,515 -895	-17%	-$58.7K	0.02%	175
2023 Q3	$348K	Hold	5,410	–	–	0.03%	138
2023 Q2	$327K	Hold	5,410	–	–	0.02%	154
2023 Q1	$311K	Buy	5,410 +1,400	+35%	+$82.4K	0.02%	155
2022 Q4	$228K	Buy	+4,010	New	+$221K	0.02%	198

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

Obermeyer Wealth Partners's SHEL Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Shell (SHEL) stake by 3.6% in Q1 2026, selling an estimated $99K and leaving 32,627 shares worth $3.03M. The position accounts for 0.14% of the portfolio, ranked #60.

Obermeyer Wealth Partners first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Obermeyer Wealth Partners held 32,627 shares of Shell worth $3.03M as of Q1 2026.
Obermeyer Wealth Partners sold 1,225 Shell shares in Q1 2026, an estimated $99K.
Shell made up 0.14% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #60 holding.
Obermeyer Wealth Partners first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.