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Pinnacle Wealth Planning Services’s Shell SHEL Stock Holding History

Pinnacle Wealth Planning Services’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 		$534K Sell
5,738
-14
-0.2% -$1.13K 0.06% 201
2025
Q4 		$423K Sell
5,752
-76
-1% -$5.6K 0.04% 241
2025
Q3 		$417K Sell
5,828
-168
-3% -$12.1K 0.05% 251
2025
Q2 		$422K Sell
5,996
-1,164
-16% -$78K 0.06% 229
2025
Q1 		$525K Buy
7,160
+259
+4% +$17.4K 0.08% 161
2024
Q4 		$432K Sell
6,901
-4,864
-41% -$319K 0.07% 178
2024
Q3 		$776K Sell
11,765
-2,864
-20% -$203K 0.11% 122
2024
Q2 		$1.06M Buy
14,629
+1,084
+8% +$77.5K 0.15% 87
2024
Q1 		$908K Buy
13,545
+1
+0% +$64 0.13% 106
2023
Q4 		$891K Sell
13,544
-73
-0.5% -$4.79K 0.14% 100
2023
Q3 		$877K Buy
13,617
+4,336
+47% +$270K 0.14% 94
2023
Q2 		$560K Sell
9,281
-483
-5% -$29K 0.09% 148
2023
Q1 		$562K Buy
9,764
+8
+0.1% +$471 0.09% 155
2022
Q4 		$556K Sell
9,756
-900
-8% -$49.6K 0.1% 146
2022
Q3 		$530K Sell
10,656
-1,229
-10% -$63.3K 0.1% 134
2022
Q2 		$621K Sell
11,885
-4,684
-28% -$263K 0.11% 126
2022
Q1 		$910K Buy
+16,569
New +$880K 0.17% 100

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 Wealth Planning Services's SHEL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Shell (SHEL) stake by 0.24% in Q1 2026, selling an estimated $1.13K and leaving 5,738 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #201.

Pinnacle Wealth Planning Services first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q2 2024. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,738 shares of Shell worth $534K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 14 Shell shares in Q1 2026, an estimated $1.13K.
  • Shell made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #201 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Shell position peaked at $1.06M in Q2 2024.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.