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Pinnacle Associates’s Shell SHEL Stock Holding History

Pinnacle Associates’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 		$8.11M Sell
87,175
-7,391
-8% -$597K 0.1% 194
2025
Q4 		$6.95M Sell
94,566
-963
-1% -$70.9K 0.09% 217
2025
Q3 		$6.83M Sell
95,529
-3,110
-3% -$224K 0.09% 211
2025
Q2 		$6.95M Sell
98,639
-44
-0% -$2.95K 0.1% 194
2025
Q1 		$7.23M Sell
98,683
-3,481
-3% -$235K 0.11% 192
2024
Q4 		$6.4M Sell
102,164
-30,418
-23% -$1.99M 0.09% 209
2024
Q3 		$8.72M Buy
132,582
+25,635
+24% +$1.82M 0.15% 167
2024
Q2 		$7.72M Sell
106,947
-23,740
-18% -$1.7M 0.12% 187
2024
Q1 		$8.76M Sell
130,687
-1,895
-1% -$121K 0.14% 177
2023
Q4 		$8.72M Sell
132,582
-1,298
-1% -$85.2K 0.15% 170
2023
Q3 		$8.62M Sell
133,880
-4,503
-3% -$280K 0.16% 156
2023
Q2 		$8.36M Buy
138,383
+30,296
+28% +$1.82M 0.15% 171
2023
Q1 		$6.22M Sell
108,087
-15,112
-12% -$889K 0.13% 183
2022
Q4 		$7.02M Sell
123,199
-174
-0.1% -$9.59K 0.15% 161
2022
Q3 		$6.14M Sell
123,373
-2,325
-2% -$120K 0.14% 169
2022
Q2 		$6.57M Sell
125,698
-5,284
-4% -$297K 0.14% 170
2022
Q1 		$7.2M Buy
+130,982
New +$6.95M 0.13% 183

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

Pinnacle Associates's SHEL Position: Q1 2026 in Review

Pinnacle Associates reduced its Shell (SHEL) stake by 7.8% in Q1 2026, selling an estimated $597K and leaving 87,175 shares worth $8.11M. The position accounts for 0.1% of the portfolio, ranked #194.

Pinnacle Associates first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.76M in Q1 2024. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Pinnacle Associates held 87,175 shares of Shell worth $8.11M as of Q1 2026.
  • Pinnacle Associates sold 7,391 Shell shares in Q1 2026, an estimated $597K.
  • Shell made up 0.1% of Pinnacle Associates's portfolio in Q1 2026, its #194 holding.
  • Pinnacle Associates first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Pinnacle Associates's Shell position peaked at $8.76M in Q1 2024.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.