Pekin Hardy Strauss’s Shell SHEL Stock Holding History

Pekin Hardy Strauss’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	$378K	Buy	4,065 +1	+0%	+$81	0.04%	339
2025 Q4	$299K	Buy	4,064 +451	+12%	+$33.2K	0.03%	359
2025 Q3	$258K	Hold	3,613	–	–	0.03%	350
2025 Q2	$254K	Hold	3,613	–	–	0.03%	314
2025 Q1	$265K	Hold	3,613	–	–	0.03%	293
2024 Q4	$226K	Hold	3,613	–	–	0.03%	321
2024 Q3	$238K	Hold	3,613	–	–	0.03%	306
2024 Q2	$261K	Sell	3,613 -100	-3%	-$7.15K	0.04%	278
2024 Q1	$249K	Hold	3,713	–	–	0.03%	286
2023 Q4	$244K	Hold	3,713	–	–	0.03%	265
2023 Q3	$239K	Hold	3,713	–	–	0.04%	260
2023 Q2	$224K	Sell	3,713 -100	-3%	-$6K	0.02%	272
2023 Q1	$219K	Hold	3,813	–	–	0.03%	266
2022 Q4	$217K	Buy	+3,813	New	+$210K	0.03%	271
2022 Q3	–	Sell	-3,938	Closed	-$206K	–	334
2022 Q2	$206K	Hold	3,938	–	–	0.03%	286
2022 Q1	$216K	Buy	+3,938	New	+$209K	0.03%	306

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

Pekin Hardy Strauss's SHEL Position: Q1 2026 in Review

Pekin Hardy Strauss increased its Shell (SHEL) stake by 0.02% in Q1 2026, buying an estimated $81 and bringing the position to 4,065 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #339.

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

Pekin Hardy Strauss held 4,065 shares of Shell worth $378K as of Q1 2026.
Pekin Hardy Strauss bought 1 Shell share in Q1 2026, an estimated $81.
Shell made up 0.04% of Pekin Hardy Strauss's portfolio in Q1 2026, its #339 holding.
Pekin Hardy Strauss first reported a position in Shell in Q1 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 Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.