Parvin Asset Management’s Shell SHEL Stock Holding History

Parvin Asset 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	$419K	Sell	4,500 -200	-4%	-$16.2K	0.3%	90
2025 Q4	$345K	Hold	4,700	–	–	0.27%	93
2025 Q3	$336K	Buy	4,700 +75	+2%	+$5.4K	0.29%	90
2025 Q2	$326K	Sell	4,625 -500	-10%	-$33.5K	0.33%	85
2025 Q1	$376K	Hold	5,125	–	–	0.41%	75
2024 Q4	$321K	Buy	+5,125	New	+$336K	0.34%	81

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

Parvin Asset Management's SHEL Position: Q1 2026 in Review

Parvin Asset Management reduced its Shell (SHEL) stake by 4.3% in Q1 2026, selling an estimated $16.2K and leaving 4,500 shares worth $419K. The position accounts for 0.3% of the portfolio, ranked #90.

Parvin Asset Management first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Parvin Asset Management held 4,500 shares of Shell worth $419K as of Q1 2026.
Parvin Asset Management sold 200 Shell shares in Q1 2026, an estimated $16.2K.
Shell made up 0.3% of Parvin Asset Management's portfolio in Q1 2026, its #90 holding.
Parvin Asset Management first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Parvin Asset Management's 13F filing for Q1 2026, filed 18 May 2026.