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Principle Wealth Partners’s Shell SHEL Stock Holding History

Principle Wealth Partners’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 		$710K Sell
7,640
-360
-5% -$29.1K 0.04% 202
2025
Q4 		$588K Buy
8,000
+346
+5% +$25.5K 0.03% 222
2025
Q3 		$547K Buy
7,654
+589
+8% +$42.4K 0.03% 225
2025
Q2 		$497K Hold
7,065
– – 0.03% 231
2025
Q1 		$518K Hold
7,065
– – 0.04% 221
2024
Q4 		$443K Buy
7,065
+200
+3% +$13.1K 0.03% 232
2024
Q3 		$453K Buy
6,865
+200
+3% +$14.2K 0.03% 241
2024
Q2 		$481K Buy
6,665
+331
+5% +$23.7K 0.04% 225
2024
Q1 		$425K Hold
6,334
– – 0.03% 239
2023
Q4 		$417K Buy
6,334
+100
+2% +$6.56K 0.04% 224
2023
Q3 		$401K Hold
6,234
– – 0.04% 224
2023
Q2 		$376K Hold
6,234
– – 0.04% 231
2023
Q1 		$359K Sell
6,234
-32
-0.5% -$1.88K 0.04% 226
2022
Q4 		$357K Buy
6,266
+520
+9% +$28.7K 0.04% 231
2022
Q3 		$272 Buy
5,746
+270
+5% +$13.9K 0.03% 244
2022
Q2 		$286K Sell
5,476
-270
-5% -$15.2K 0.03% 253
2022
Q1 		$301K Buy
+5,746
New +$305K 0.03% 258

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

Principle Wealth Partners's SHEL Position: Q1 2026 in Review

Principle Wealth Partners reduced its Shell (SHEL) stake by 4.5% in Q1 2026, selling an estimated $29.1K and leaving 7,640 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #202.

Principle Wealth Partners first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Principle Wealth Partners held 7,640 shares of Shell worth $710K as of Q1 2026.
  • Principle Wealth Partners sold 360 Shell shares in Q1 2026, an estimated $29.1K.
  • Shell made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #202 holding.
  • Principle Wealth Partners first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.