Quest Investment Management’s Shell SHEL Stock Holding History

Quest 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	$3.28M	Sell	35,315 -807	-2%	-$65.2K	0.38%	59
2025 Q4	$2.65M	Sell	36,122 -410	-1%	-$30.2K	0.29%	59
2025 Q3	$2.61M	Buy	36,532 +220	+0.6%	+$15.8K	0.27%	56
2025 Q2	$2.56M	Buy	36,312 +16,312	+82%	+$1.09M	0.28%	54
2025 Q1	$1.47M	Hold	20,000	–	–	0.18%	56
2024 Q4	$1.25M	Hold	20,000	–	–	0.15%	60
2024 Q3	$1.32M	Hold	20,000	–	–	0.15%	58
2024 Q2	$1.44M	Hold	20,000	–	–	0.16%	64
2024 Q1	$1.34M	Hold	20,000	–	–	0.15%	68
2023 Q4	$1.32M	Hold	20,000	–	–	0.17%	70
2023 Q3	$1.29M	Hold	20,000	–	–	0.18%	70
2023 Q2	$1.21M	Hold	20,000	–	–	0.16%	73
2023 Q1	$1.15M	Hold	20,000	–	–	0.16%	74
2022 Q4	$1.14M	Hold	20,000	–	–	0.14%	78
2022 Q3	$995K	Hold	20,000	–	–	0.12%	78
2022 Q2	$1.05M	Hold	20,000	–	–	0.12%	79
2022 Q1	$1.1M	Buy	+20,000	New	+$1.06M	0.1%	79

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Quest Investment Management reduced its Shell (SHEL) stake by 2.2% in Q1 2026, selling an estimated $65.2K and leaving 35,315 shares worth $3.28M. The position accounts for 0.38% of the portfolio, ranked #59.

Quest Investment Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Quest Investment Management held 35,315 shares of Shell worth $3.28M as of Q1 2026.
Quest Investment Management sold 807 Shell shares in Q1 2026, an estimated $65.2K.
Shell made up 0.38% of Quest Investment Management's portfolio in Q1 2026, its #59 holding.
Quest Investment Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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