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Personal CFO Solutions’s Shell SHEL Stock Holding History

Personal CFO Solutions’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 		$551K Buy
5,930
+707
+14% +$57.1K 0.08% 232
2025
Q4 		$384K Buy
5,223
+62
+1% +$4.57K 0.06% 289
2025
Q3 		$369K Buy
5,161
+48
+0.9% +$3.46K 0.06% 281
2025
Q2 		$360K Buy
5,113
+179
+4% +$12K 0.07% 284
2025
Q1 		$362K Buy
4,934
+23
+0.5% +$1.55K 0.07% 267
2024
Q4 		$308K Sell
4,911
-851
-15% -$55.8K 0.06% 314
2024
Q3 		$380K Sell
5,762
-276
-5% -$19.5K 0.05% 332
2024
Q2 		$436K Buy
6,038
+429
+8% +$30.7K 0.07% 279
2024
Q1 		$376K Sell
5,609
-251
-4% -$16.1K 0.06% 331
2023
Q4 		$386K Buy
5,860
+597
+11% +$39.2K 0.07% 304
2023
Q3 		$339K Buy
5,263
+517
+11% +$32.2K 0.07% 295
2023
Q2 		$287K Buy
4,746
+66
+1% +$3.96K 0.06% 343
2023
Q1 		$269K Buy
4,680
+183
+4% +$10.8K 0.06% 347
2022
Q4 		$256K Buy
4,497
+417
+10% +$23K 0.05% 346
2022
Q3 		$203K Sell
4,080
-530
-11% -$27.3K 0.05% 371
2022
Q2 		$241K Sell
4,610
-492
-10% -$27.6K 0.06% 326
2022
Q1 		$280K Buy
+5,102
New +$271K 0.06% 357

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

Personal CFO Solutions's SHEL Position: Q1 2026 in Review

Personal CFO Solutions increased its Shell (SHEL) stake by 14% in Q1 2026, buying an estimated $57.1K and bringing the position to 5,930 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #232.

Personal CFO Solutions first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Personal CFO Solutions held 5,930 shares of Shell worth $551K as of Q1 2026.
  • Personal CFO Solutions bought 707 Shell shares in Q1 2026, an estimated $57.1K.
  • Shell made up 0.08% of Personal CFO Solutions's portfolio in Q1 2026, its #232 holding.
  • Personal CFO Solutions first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.