Raymond James Financial
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Raymond James Financial’s Shell SHEL Stock Holding History

Raymond James 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 		$159M Buy
1,711,045
+33,309
+2% +$2.69M 0.05% 349
2025
Q4 		$123M Buy
1,677,736
+21,066
+1% +$1.55M 0.04% 425
2025
Q3 		$119M Buy
1,656,670
+97,340
+6% +$7.01M 0.04% 440
2025
Q2 		$110M Sell
1,559,330
-1,406,482
-47% -$94.3M 0.04% 450
2025
Q1 		$217M Buy
2,965,812
+1,501,866
+103% +$101M 0.08% 226
2024
Q4 		$91.7M Buy
+1,463,946
New +$95.9M 0.03% 473

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

Raymond James Financial's SHEL Position: Q1 2026 in Review

Raymond James Financial increased its Shell (SHEL) stake by 2% in Q1 2026, buying an estimated $2.69M and bringing the position to 1,711,045 shares worth $159M. The position accounts for 0.05% of the portfolio, ranked #349.

Raymond James Financial first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $217M in Q1 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Raymond James Financial held 1,711,045 shares of Shell worth $159M as of Q1 2026.
  • Raymond James Financial bought 33,309 Shell shares in Q1 2026, an estimated $2.69M.
  • Shell made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #349 holding.
  • Raymond James Financial first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Shell position peaked at $217M in Q1 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.