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Rehmann Capital Advisory Group’s Shell SHEL Stock Holding History

Rehmann Capital Advisory Group’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 		$349K Sell
3,749
-253
-6% -$20.4K 0.02% 507
2025
Q4 		$289K Sell
4,002
-302
-7% -$22.2K 0.02% 544
2025
Q3 		$308K Sell
4,304
-333
-7% -$24K 0.02% 496
2025
Q2 		$326K Sell
4,637
-338
-7% -$22.7K 0.02% 451
2025
Q1 		$365K Buy
4,975
+15
+0.3% +$1.01K 0.02% 438
2024
Q4 		$311K Sell
4,960
-720
-13% -$47.2K 0.02% 458
2024
Q3 		$377K Sell
5,680
-230
-4% -$16.3K 0.02% 406
2024
Q2 		$427K Buy
5,910
+320
+6% +$22.9K 0.03% 359
2024
Q1 		$375K Sell
5,590
-190
-3% -$12.2K 0.03% 379
2023
Q4 		$380K Sell
5,780
-606
-9% -$39.8K 0.03% 369
2023
Q3 		$411K Buy
6,386
+574
+10% +$35.7K 0.04% 334
2023
Q2 		$351K Sell
5,812
-445
-7% -$26.7K 0.03% 386
2023
Q1 		$360K Sell
6,257
-192
-3% -$11.3K 0.03% 374
2022
Q4 		$367K Sell
6,449
-248
-4% -$13.7K 0.04% 359
2022
Q3 		$333K Sell
6,697
-232
-3% -$12K 0.04% 353
2022
Q2 		$362K Sell
6,929
-318
-4% -$17.9K 0.04% 337
2022
Q1 		$402K Buy
+7,247
New +$385K 0.04% 351

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

Rehmann Capital Advisory Group's SHEL Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Shell (SHEL) stake by 6.3% in Q1 2026, selling an estimated $20.4K and leaving 3,749 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #507.

Rehmann Capital Advisory Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $427K in Q2 2024. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Rehmann Capital Advisory Group held 3,749 shares of Shell worth $349K as of Q1 2026.
  • Rehmann Capital Advisory Group sold 253 Shell shares in Q1 2026, an estimated $20.4K.
  • Shell made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #507 holding.
  • Rehmann Capital Advisory Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Rehmann Capital Advisory Group's Shell position peaked at $427K in Q2 2024.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.