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Pin Oak Investment Advisors’s Shell SHEL Stock Holding History

Pin Oak Investment Advisors’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 		$1.18M Sell
12,659
-185
-1% -$14.9K 0.83% 31
2025
Q4 		$967K Sell
12,844
-30
-0.2% -$2.21K 0.68% 36
2025
Q3 		$921K Buy
12,874
+616
+5% +$44.4K 0.66% 38
2025
Q2 		$898K Hold
12,258
– – 0.76% 29
2025
Q1 		$892K Buy
12,258
+685
+6% +$46.1K 0.68% 31
2024
Q4 		$763K Hold
11,573
– – 0.69% 30
2024
Q3 		$763K Hold
11,573
– – 0.69% 30
2024
Q2 		$835K Sell
11,573
-593
-5% -$42.4K 0.8% 27
2024
Q1 		$816K Sell
12,166
-30
-0.2% -$1.92K 0.78% 29
2023
Q4 		$802K Sell
12,196
-75
-0.6% -$4.92K 0.81% 28
2023
Q3 		$790K Buy
12,271
+60
+0.5% +$3.73K 0.89% 27
2023
Q2 		$737K Sell
12,211
-756
-6% -$45.4K 0.82% 27
2023
Q1 		$746K Hold
12,967
– – 0.92% 27
2022
Q4 		$738K Sell
12,967
-908
-7% -$50.1K 0.91% 28
2022
Q3 		$690K Sell
13,875
-1,335
-9% -$68.8K 0.87% 28
2022
Q2 		$795K Sell
15,210
-355
-2% -$19.9K 0.97% 30
2022
Q1 		$855K Buy
+15,565
New +$826K 0.91% 29

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

Pin Oak Investment Advisors's SHEL Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its Shell (SHEL) stake by 1.4% in Q1 2026, selling an estimated $14.9K and leaving 12,659 shares worth $1.18M. The position accounts for 0.83% of the portfolio, ranked #31.

Pin Oak Investment Advisors 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.

  • Pin Oak Investment Advisors held 12,659 shares of Shell worth $1.18M as of Q1 2026.
  • Pin Oak Investment Advisors sold 185 Shell shares in Q1 2026, an estimated $14.9K.
  • Shell made up 0.83% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Pin Oak Investment Advisors 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 Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.