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Parsons Capital Management’s Shell SHEL Stock Holding History

Parsons Capital Management’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 		$675K Buy
7,257
+3,672
+102% +$297K 0.03% 315
2025
Q4 		$263K Sell
3,585
-50
-1% -$3.68K 0.01% 419
2025
Q3 		$260K Sell
3,635
-20
-0.5% -$1.44K 0.01% 414
2025
Q2 		$257K Sell
3,655
-1,628
-31% -$109K 0.02% 397
2025
Q1 		$387K Hold
5,283
– – 0.02% 336
2024
Q4 		$331K Sell
5,283
-1,838
-26% -$120K 0.02% 366
2024
Q3 		$470K Sell
7,121
-65
-0.9% -$4.6K 0.03% 329
2024
Q2 		$519K Sell
7,186
-200
-3% -$14.3K 0.04% 309
2024
Q1 		$495K Sell
7,386
-212
-3% -$13.6K 0.03% 317
2023
Q4 		$500K Sell
7,598
-322
-4% -$21.1K 0.04% 311
2023
Q3 		$510K Sell
7,920
-110
-1% -$6.85K 0.04% 288
2023
Q2 		$485K Sell
8,030
-283
-3% -$17K 0.04% 301
2023
Q1 		$478K Sell
8,313
-972
-10% -$57.2K 0.04% 301
2022
Q4 		$529K Sell
9,285
-704
-7% -$38.8K 0.04% 275
2022
Q3 		$497K Sell
9,989
-647
-6% -$33.3K 0.04% 275
2022
Q2 		$556K Sell
10,636
-332
-3% -$18.7K 0.05% 262
2022
Q1 		$602K Buy
+10,968
New +$582K 0.05% 277

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

Parsons Capital Management's SHEL Position: Q1 2026 in Review

Parsons Capital Management increased its Shell (SHEL) stake by 102% in Q1 2026, buying an estimated $297K and bringing the position to 7,257 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #315.

Parsons Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Parsons Capital Management held 7,257 shares of Shell worth $675K as of Q1 2026.
  • Parsons Capital Management bought 3,672 Shell shares in Q1 2026, an estimated $297K.
  • Shell made up 0.03% of Parsons Capital Management's portfolio in Q1 2026, its #315 holding.
  • Parsons Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.