Retirement Planning Group (Kansas)’s Shell SHEL Stock Holding History

Retirement Planning Group (Kansas)’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	$1.84M	Buy	+19,804	New	+$1.6M	0.06%	143

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

Retirement Planning Group (Kansas)'s SHEL Position: Q1 2026 in Review

Retirement Planning Group (Kansas) opened a new position in Shell (SHEL) in Q1 2026: 19,804 shares worth $1.84M. The stake represents 0.06% of the portfolio and ranks #143 among its holdings.

1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Retirement Planning Group (Kansas) held 19,804 shares of Shell worth $1.84M as of Q1 2026.
Shell was a new Retirement Planning Group (Kansas) position in Q1 2026.
Shell made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #143 holding.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.