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Probity Advisors’s Shell SHEL Stock Holding History

Probity Advisors’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 		$721K Buy
7,758
+17
+0.2% +$1.37K 0.11% 123
2025
Q4 		$569K Sell
7,741
-213
-3% -$15.7K 0.09% 138
2025
Q3 		$569K Sell
7,954
-214
-3% -$15.4K 0.09% 143
2025
Q2 		$575K Buy
8,168
+128
+2% +$8.58K 0.1% 135
2025
Q1 		$589K Buy
8,040
+605
+8% +$40.8K 0.11% 129
2024
Q4 		$466K Buy
7,435
+1,026
+16% +$67.2K 0.09% 152
2024
Q3 		$423K Buy
6,409
+226
+4% +$16K 0.08% 170
2024
Q2 		$446K Sell
6,183
-187
-3% -$13.4K 0.09% 155
2024
Q1 		$427K Buy
6,370
+321
+5% +$20.6K 0.09% 155
2023
Q4 		$398K Buy
6,049
+214
+4% +$14K 0.09% 159
2023
Q3 		$376K Sell
5,835
-157
-3% -$9.77K 0.09% 138
2023
Q2 		$362K Buy
+5,992
New +$360K 0.08% 147
2022
Q4 		$356K Buy
6,248
+225
+4% +$12.4K 0.08% 146
2022
Q3 		$300K Buy
6,023
+879
+17% +$45.3K 0.07% 150
2022
Q2 		$269K Buy
5,144
+137
+3% +$7.7K 0.06% 154
2022
Q1 		$275K Buy
+5,007
New +$266K 0.06% 167

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

Probity Advisors's SHEL Position: Q1 2026 in Review

Probity Advisors increased its Shell (SHEL) stake by 0.22% in Q1 2026, buying an estimated $1.37K and bringing the position to 7,758 shares worth $721K. The position accounts for 0.11% of the portfolio, ranked #123.

Probity Advisors first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Probity Advisors held 7,758 shares of Shell worth $721K as of Q1 2026.
  • Probity Advisors bought 17 Shell shares in Q1 2026, an estimated $1.37K.
  • Shell made up 0.11% of Probity Advisors's portfolio in Q1 2026, its #123 holding.
  • Probity Advisors first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.