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Rossby Financial’s Shell SHEL Stock Holding History

Rossby 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 		$153K Buy
1,665
+88
+6% +$7.11K 0.03% 440
2025
Q4 		$116K Buy
1,577
+106
+7% +$7.81K 0.04% 379
2025
Q3 		$107K Buy
1,471
+11
+0.8% +$792 0.03% 387
2025
Q2 		$103K Buy
1,460
+1,165
+395% +$78.1K 0.04% 358
2025
Q1 		$19.4K Buy
+295
New +$19.9K 0.01% 624

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

Rossby Financial's SHEL Position: Q1 2026 in Review

Rossby Financial increased its Shell (SHEL) stake by 5.6% in Q1 2026, buying an estimated $7.11K and bringing the position to 1,665 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #440.

Rossby Financial first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Rossby Financial held 1,665 shares of Shell worth $153K as of Q1 2026.
  • Rossby Financial bought 88 Shell shares in Q1 2026, an estimated $7.11K.
  • Shell made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #440 holding.
  • Rossby Financial first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.