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Savvy Advisors Inc’s Shell SHEL Stock Holding History

Savvy Advisors Inc’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
19,743
+583
+3% +$47.1K 0.05% 284
2025
Q4 		$1.41M Buy
19,160
+952
+5% +$70.1K 0.05% 297
2025
Q3 		$1.3M Buy
18,208
+3,415
+23% +$246K 0.06% 225
2025
Q2 		$1.04M Buy
14,793
+2,403
+19% +$161K 0.07% 211
2025
Q1 		$908K Buy
12,390
+2,905
+31% +$196K 0.09% 186
2024
Q4 		$594K Buy
+9,485
New +$622K 0.07% 221

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

Savvy Advisors Inc's SHEL Position: Q1 2026 in Review

Savvy Advisors Inc increased its Shell (SHEL) stake by 3% in Q1 2026, buying an estimated $47.1K and bringing the position to 19,743 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #284.

Savvy Advisors Inc first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Savvy Advisors Inc held 19,743 shares of Shell worth $1.84M as of Q1 2026.
  • Savvy Advisors Inc bought 583 Shell shares in Q1 2026, an estimated $47.1K.
  • Shell made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #284 holding.
  • Savvy Advisors Inc first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.