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Pinney & Scofield’s Shell SHEL Stock Holding History

Pinney & Scofield’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 		$12.1K Hold
130
– – 0.01% 180
2025
Q4 		$9.55K Hold
130
– – 0.01% 174
2025
Q3 		$9.3K Hold
130
– – 0.01% 174
2025
Q2 		$9.15K Hold
130
– – 0.01% 177
2025
Q1 		$9.53K Hold
130
– – 0.01% 172
2024
Q4 		$8.14K Buy
+130
New +$8.52K 0.01% 181

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

Pinney & Scofield's SHEL Position: Q1 2026 in Review

Pinney & Scofield held its Shell (SHEL) position steady in Q1 2026 at 130 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #180.

Pinney & Scofield first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Pinney & Scofield held 130 shares of Shell worth $12.1K as of Q1 2026.
  • Pinney & Scofield left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #180 holding.
  • Pinney & Scofield first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.