SAG
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SageView Advisory Group’s Shell SHEL Stock Holding History

SageView 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 		– Sell
-609
Closed -$44.7K – 2104
2025
Q4 		$44.7K Buy
+609
New +$44.9K ﹤0.01% 1119

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SageView Advisory Group's SHEL Position: Q1 2026 in Review

SageView Advisory Group sold out of Shell (SHEL) in Q1 2026, closing a stake of 609 shares — an estimated $44.7K sold.

SageView Advisory Group first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $44.7K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • SageView Advisory Group reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 609 Shell shares in Q1 2026, an estimated $44.7K.
  • SageView Advisory Group first reported a position in Shell in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Shell position peaked at $44.7K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.