PWM
SHEL icon

Pines Wealth Management’s Shell SHEL Stock Holding History

Pines Wealth Management’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 		$862K Sell
9,270
-2,468
-21% -$199K 0.28% 95
2025
Q4 		$862K Buy
11,738
+15
+0.1% +$1.1K 0.28% 87
2025
Q3 		$839K Sell
11,723
-562
-5% -$40.5K 0.28% 91
2025
Q2 		$884K Buy
12,285
+474
+4% +$31.8K 0.31% 83
2025
Q1 		$706K Buy
11,811
+768
+7% +$51.7K 0.33% 78
2024
Q4 		$717K Buy
+11,043
New +$724K 0.31% 80

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

Pines Wealth Management's SHEL Position: Q1 2026 in Review

Pines Wealth Management reduced its Shell (SHEL) stake by 21% in Q1 2026, selling an estimated $199K and leaving 9,270 shares worth $862K. The position accounts for 0.28% of the portfolio, ranked #95.

Pines Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $884K in Q2 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Pines Wealth Management held 9,270 shares of Shell worth $862K as of Q1 2026.
  • Pines Wealth Management sold 2,468 Shell shares in Q1 2026, an estimated $199K.
  • Shell made up 0.28% of Pines Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Pines Wealth Management first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Shell position peaked at $884K in Q2 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.