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Phoenix Financial’s Shell SHEL Stock Holding History

Phoenix Financial’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 		$2.28M Hold
24,500
– – 0.02% 164
2025
Q4 		$1.8M Sell
24,500
-53,101
-68% -$3.91M 0.02% 188
2025
Q3 		$1.77M Buy
77,601
+53,101
+217% +$3.82M 0.02% 193
2025
Q2 		$1.72M Sell
24,500
-267
-1% -$17.9K 0.02% 195
2025
Q1 		$1.82M Sell
24,767
-75
-0.3% -$5.05K 0.03% 181
2024
Q4 		$1.56M Sell
24,842
-2,690
-10% -$176K 0.02% 195
2024
Q3 		$1.82M Sell
27,532
-25,174
-48% -$1.78M 0.03% 191
2024
Q2 		$3.8M Buy
52,706
+2,820
+6% +$202K 0.06% 157
2024
Q1 		$3.35M Buy
49,886
+803
+2% +$51.5K 0.05% 160
2023
Q4 		$3.63M Buy
49,083
+5,803
+13% +$381K 0.06% 143
2023
Q3 		$2.79M Sell
43,280
-1,955
-4% -$122K 0.05% 161
2023
Q2 		$2.73M Buy
45,235
+20,380
+82% +$1.22M 0.06% 134
2023
Q1 		$1.43M Buy
24,855
+6,804
+38% +$400K 0.03% 170
2022
Q4 		$1.03M Buy
18,051
+595
+3% +$32.8K 0.02% 180
2022
Q3 		$881K Buy
17,456
+2,549
+17% +$131K 0.02% 207
2022
Q2 		$787K Buy
+14,907
New +$838K 0.02% 253

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 $336B AUM 34.66% 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 $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phoenix Financial's SHEL Position: Q1 2026 in Review

Phoenix Financial held its Shell (SHEL) position steady in Q1 2026 at 24,500 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #164.

Phoenix Financial first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.8M in Q2 2024. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Phoenix Financial held 24,500 shares of Shell worth $2.28M as of Q1 2026.
  • Phoenix Financial left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #164 holding.
  • Phoenix Financial first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Phoenix Financial's Shell position peaked at $3.8M in Q2 2024.
  • 1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.