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Plan Group Financial’s Shell SHEL Stock Holding History

Plan Group Financial’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 		$456K Buy
4,906
+2
+0% +$162 0.11% 133
2025
Q4 		$360K Hold
4,904
– – 0.09% 132
2025
Q3 		$351K Buy
4,904
+423
+9% +$30.5K 0.09% 135
2025
Q2 		$315K Hold
4,481
– – 0.1% 127
2025
Q1 		$328K Buy
4,481
+580
+15% +$39.1K 0.12% 115
2024
Q4 		$244K Hold
3,901
– – 0.13% 99
2024
Q3 		$257K Buy
3,901
+1,000
+34% +$70.8K 0.14% 96
2024
Q2 		$209K Buy
+2,901
New +$207K 0.13% 90
2023
Q4 		– Sell
-3,165
Closed -$204K – 78
2023
Q3 		$204K Buy
+3,165
New +$197K 0.15% 68

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

Plan Group Financial's SHEL Position: Q1 2026 in Review

Plan Group Financial increased its Shell (SHEL) stake by 0.04% in Q1 2026, buying an estimated $162 and bringing the position to 4,906 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #133.

Plan Group Financial first reported a position in SHEL in Q3 2023 and has held it in 9 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Plan Group Financial held 4,906 shares of Shell worth $456K as of Q1 2026.
  • Plan Group Financial bought 2 Shell shares in Q1 2026, an estimated $162.
  • Shell made up 0.11% of Plan Group Financial's portfolio in Q1 2026, its #133 holding.
  • Plan Group Financial first reported a position in Shell in Q3 2023 and has held it in 9 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.