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Phillips Wealth Planners’s Shell SHEL Stock Holding History

Phillips Wealth Planners’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 		$367K Buy
4,295
+844
+24% +$68.2K 0.28% 121
2025
Q4 		$255K Sell
3,451
-90
-3% -$6.63K 0.2% 166
2025
Q3 		$263K Buy
3,541
+66
+2% +$4.75K 0.22% 159
2025
Q2 		$248K Sell
3,475
-360
-9% -$24.1K 0.22% 157
2025
Q1 		$238K Sell
3,835
-53
-1% -$3.57K 0.25% 149
2024
Q4 		$252K Buy
3,888
+44
+1% +$2.88K 0.25% 140
2024
Q3 		$256K Sell
3,844
-125
-3% -$8.85K 0.25% 149
2024
Q2 		$289K Sell
3,969
-43
-1% -$3.07K 0.31% 123
2024
Q1 		$285K Sell
4,012
-54
-1% -$3.46K 0.33% 120
2023
Q4 		$249K Sell
4,066
-86
-2% -$5.64K 0.3% 128
2023
Q3 		$283K Buy
4,152
+112
+3% +$6.97K 0.38% 102
2023
Q2 		$244K Sell
4,040
-58
-1% -$3.48K 0.32% 118
2023
Q1 		$252K Buy
+4,098
New +$241K 0.33% 114

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

Phillips Wealth Planners's SHEL Position: Q1 2026 in Review

Phillips Wealth Planners increased its Shell (SHEL) stake by 24% in Q1 2026, buying an estimated $68.2K and bringing the position to 4,295 shares worth $367K. The position accounts for 0.28% of the portfolio, ranked #121.

Phillips Wealth Planners first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Phillips Wealth Planners held 4,295 shares of Shell worth $367K as of Q1 2026.
  • Phillips Wealth Planners bought 844 Shell shares in Q1 2026, an estimated $68.2K.
  • Shell made up 0.28% of Phillips Wealth Planners's portfolio in Q1 2026, its #121 holding.
  • Phillips Wealth Planners first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.