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Pullen Investment Management’s Shell SHEL Stock Holding History

Pullen Investment Management’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 		$767K Buy
8,247
+30
+0.4% +$2.42K 0.39% 78
2025
Q4 		$604K Buy
8,217
+284
+4% +$20.9K 0.32% 80
2025
Q3 		$567K Buy
7,933
+42
+0.5% +$3.02K 0.31% 80
2025
Q2 		$556K Sell
7,891
-577
-7% -$38.7K 0.33% 82
2025
Q1 		$621K Buy
8,468
+529
+7% +$35.6K 0.39% 81
2024
Q4 		$497K Buy
7,939
+374
+5% +$24.5K 0.32% 86
2024
Q3 		$499K Buy
7,565
+70
+0.9% +$4.96K 0.36% 78
2024
Q2 		$541K Buy
7,495
+310
+4% +$22.2K 0.45% 72
2024
Q1 		$482K Buy
+7,185
New +$460K 0.41% 73

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

Pullen Investment Management's SHEL Position: Q1 2026 in Review

Pullen Investment Management increased its Shell (SHEL) stake by 0.37% in Q1 2026, buying an estimated $2.42K and bringing the position to 8,247 shares worth $767K. The position accounts for 0.39% of the portfolio, ranked #78.

Pullen Investment Management first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Pullen Investment Management held 8,247 shares of Shell worth $767K as of Q1 2026.
  • Pullen Investment Management bought 30 Shell shares in Q1 2026, an estimated $2.42K.
  • Shell made up 0.39% of Pullen Investment Management's portfolio in Q1 2026, its #78 holding.
  • Pullen Investment Management first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.