RMG Wealth Management’s Shell SHEL Stock Holding History

RMG Wealth Management’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	$14K	Hold	164	–	–	﹤0.01%	262
2025 Q4	$11.9K	Buy	+164	New	+$12.1K	﹤0.01%	247

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

RMG Wealth Management's SHEL Position: Q1 2026 in Review

RMG Wealth Management held its Shell (SHEL) position steady in Q1 2026 at 164 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

RMG Wealth Management first reported a position in SHEL in Q4 2025 and has held it in 2 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

RMG Wealth Management held 164 shares of Shell worth $14K as of Q1 2026.
RMG Wealth Management left its Shell share count unchanged in Q1 2026.
Shell made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #262 holding.
RMG Wealth Management first reported a position in Shell in Q4 2025 and has held it in 2 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.