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Pettyjohn Wood & White’s Shell SHEL Stock Holding History

Pettyjohn Wood & White’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 		$3.41M Buy
36,622
+85
+0.2% +$6.87K 0.54% 48
2025
Q4 		$2.68M Sell
36,537
-440
-1% -$32.4K 0.42% 56
2025
Q3 		$2.64M Buy
36,977
+2,625
+8% +$189K 0.44% 55
2025
Q2 		$2.42M Sell
34,352
-450
-1% -$30.2K 0.43% 55
2025
Q1 		$2.55M Sell
34,802
-2,152
-6% -$145K 0.49% 54
2024
Q4 		$2.32M Buy
36,954
+375
+1% +$24.6K 0.42% 57
2024
Q3 		$2.41M Buy
36,579
+975
+3% +$69.1K 0.44% 57
2024
Q2 		$2.57M Buy
35,604
+1,525
+4% +$109K 0.5% 50
2024
Q1 		$2.28M Buy
34,079
+9,059
+36% +$580K 0.45% 55
2023
Q4 		$1.65M Buy
25,020
+8,953
+56% +$588K 0.36% 63
2023
Q3 		$1.03M Buy
16,067
+677
+4% +$42.1K 0.24% 75
2023
Q2 		$929K Buy
15,390
+2,125
+16% +$128K 0.21% 76
2023
Q1 		$763K Buy
13,265
+130
+1% +$7.65K 0.19% 82
2022
Q4 		$748K Buy
13,135
+2,085
+19% +$115K 0.19% 84
2022
Q3 		$550K Buy
+11,050
New +$569K 0.15% 95

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

Pettyjohn Wood & White's SHEL Position: Q1 2026 in Review

Pettyjohn Wood & White increased its Shell (SHEL) stake by 0.23% in Q1 2026, buying an estimated $6.87K and bringing the position to 36,622 shares worth $3.41M. The position accounts for 0.54% of the portfolio, ranked #48.

Pettyjohn Wood & White first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Pettyjohn Wood & White held 36,622 shares of Shell worth $3.41M as of Q1 2026.
  • Pettyjohn Wood & White bought 85 Shell shares in Q1 2026, an estimated $6.87K.
  • Shell made up 0.54% of Pettyjohn Wood & White's portfolio in Q1 2026, its #48 holding.
  • Pettyjohn Wood & White first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.