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PDS Planning’s Shell SHEL Stock Holding History

PDS Planning’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 		$1.09M Buy
11,709
+8
+0.1% +$646 0.07% 128
2025
Q4 		$860K Buy
11,701
+1,250
+12% +$92.1K 0.06% 158
2025
Q3 		$748K Buy
10,451
+430
+4% +$31K 0.05% 177
2025
Q2 		$706K Sell
10,021
-187
-2% -$12.5K 0.05% 176
2025
Q1 		$748K Buy
10,208
+1,719
+20% +$116K 0.06% 150
2024
Q4 		$532K Sell
8,489
-1,445
-15% -$94.7K 0.05% 175
2024
Q3 		$655K Buy
9,934
+978
+11% +$69.3K 0.06% 147
2024
Q2 		$646K Buy
8,956
+242
+3% +$17.3K 0.07% 128
2024
Q1 		$584K Buy
8,714
+174
+2% +$11.2K 0.06% 141
2023
Q4 		$562K Buy
8,540
+462
+6% +$30.3K 0.06% 134
2023
Q3 		$520K Buy
8,078
+304
+4% +$18.9K 0.07% 124
2023
Q2 		$469K Buy
7,774
+257
+3% +$15.4K 0.06% 145
2023
Q1 		$433K Buy
7,517
+3,183
+73% +$187K 0.06% 136
2022
Q4 		$247K Sell
4,334
-14
-0.3% -$772 0.04% 168
2022
Q3 		$216K Buy
4,348
+97
+2% +$5K 0.04% 170
2022
Q2 		$222K Buy
+4,251
New +$239K 0.04% 176

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

PDS Planning's SHEL Position: Q1 2026 in Review

PDS Planning increased its Shell (SHEL) stake by 0.07% in Q1 2026, buying an estimated $646 and bringing the position to 11,709 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #128.

PDS Planning first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • PDS Planning held 11,709 shares of Shell worth $1.09M as of Q1 2026.
  • PDS Planning bought 8 Shell shares in Q1 2026, an estimated $646.
  • Shell made up 0.07% of PDS Planning's portfolio in Q1 2026, its #128 holding.
  • PDS Planning first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.