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RHS Financial’s Shell SHEL Stock Holding History

RHS 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 		$420K Buy
4,521
+520
+13% +$42K 0.2% 87
2025
Q4 		$294K Buy
+4,001
New +$295K 0.14% 115
2025
Q3 		– Sell
-3,073
Closed -$216K – 139
2025
Q2 		$216K Sell
3,073
-1,253
-29% -$84K 0.12% 122
2025
Q1 		$317K Sell
4,326
-1,341
-24% -$90.3K 0.18% 99
2024
Q4 		$355K Buy
5,667
+173
+3% +$11.3K 0.18% 95
2024
Q3 		$362K Buy
+5,494
New +$389K 0.18% 97

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

RHS Financial's SHEL Position: Q1 2026 in Review

RHS Financial increased its Shell (SHEL) stake by 13% in Q1 2026, buying an estimated $42K and bringing the position to 4,521 shares worth $420K. The position accounts for 0.2% of the portfolio, ranked #87.

RHS Financial first reported a position in SHEL in Q3 2024 and has held it in 6 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • RHS Financial held 4,521 shares of Shell worth $420K as of Q1 2026.
  • RHS Financial bought 520 Shell shares in Q1 2026, an estimated $42K.
  • Shell made up 0.2% of RHS Financial's portfolio in Q1 2026, its #87 holding.
  • RHS Financial first reported a position in Shell in Q3 2024 and has held it in 6 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.