Red Tortoise LLC’s Shell SHEL Stock Holding History

Red Tortoise LLC’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	$56.8K	Buy	611 +1	+0.2%	+$81	0.02%	134
2025 Q4	$44.8K	Buy	610 +1	+0.2%	+$74	0.02%	138
2025 Q3	$43.6K	Buy	609 +1	+0.2%	+$72	0.02%	136
2025 Q2	$42.8K	Hold	608	–	–	0.02%	121
2025 Q1	$44.5K	Buy	608 +5	+0.8%	+$337	0.02%	114
2024 Q4	$37.8K	Hold	603	–	–	0.02%	127
2024 Q3	$39.8K	Hold	603	–	–	0.02%	126
2024 Q2	$43.5K	Buy	603 +500	+485%	+$35.7K	0.02%	120
2024 Q1	$6.91K	Hold	103	–	–	﹤0.01%	295
2023 Q4	$6.78K	Buy	103 +1	+1%	+$66	﹤0.01%	254
2023 Q3	$6.57K	Buy	102 +1	+1%	+$62	﹤0.01%	227
2023 Q2	$6.1K	Buy	101 +1	+1%	+$60	﹤0.01%	255
2023 Q1	$5.75K	Hold	100	–	–	﹤0.01%	245
2022 Q4	$5.7K	Buy	+100	New	+$5.51K	﹤0.01%	298

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

Red Tortoise LLC's SHEL Position: Q1 2026 in Review

Red Tortoise LLC increased its Shell (SHEL) stake by 0.16% in Q1 2026, buying an estimated $81 and bringing the position to 611 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #134.

Red Tortoise LLC first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Red Tortoise LLC held 611 shares of Shell worth $56.8K as of Q1 2026.
Red Tortoise LLC bought 1 Shell share in Q1 2026, an estimated $81.
Shell made up 0.02% of Red Tortoise LLC's portfolio in Q1 2026, its #134 holding.
Red Tortoise LLC first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.