SWM
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Sendero Wealth Management’s Shell SHEL Stock Holding History

Sendero 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 		$692K Sell
7,441
-3,322
-31% -$268K 0.08% 138
2025
Q4 		$791K Sell
10,763
-4,136
-28% -$305K 0.09% 125
2025
Q3 		$1.07M Sell
14,899
-5,590
-27% -$403K 0.12% 95
2025
Q2 		$1.44M Sell
20,489
-2,752
-12% -$184K 0.18% 77
2025
Q1 		$1.7M Sell
23,241
-617
-3% -$41.6K 0.24% 65
2024
Q4 		$1.49M Buy
23,858
+638
+3% +$41.8K 0.22% 68
2024
Q3 		$1.53M Buy
23,220
+1,915
+9% +$136K 0.24% 61
2024
Q2 		$1.54M Hold
21,305
– – 0.26% 55
2024
Q1 		$1.43M Sell
21,305
-6,878
-24% -$441K 0.25% 64
2023
Q4 		$1.85M Buy
28,183
+1,386
+5% +$91K 0.35% 59
2023
Q3 		$1.73M Buy
26,797
+4,882
+22% +$304K 0.37% 58
2023
Q2 		$1.32M Buy
21,915
+5,541
+34% +$333K 0.29% 67
2023
Q1 		$942K Buy
16,374
+865
+6% +$50.9K 0.29% 62
2022
Q4 		$883K Buy
15,509
+3,882
+33% +$214K 0.31% 61
2022
Q3 		$579K Buy
+11,627
New +$599K 0.24% 60

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

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

Sendero Wealth Management reduced its Shell (SHEL) stake by 31% in Q1 2026, selling an estimated $268K and leaving 7,441 shares worth $692K. The position accounts for 0.08% of the portfolio, ranked #138.

Sendero Wealth Management first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q4 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Sendero Wealth Management held 7,441 shares of Shell worth $692K as of Q1 2026.
  • Sendero Wealth Management sold 3,322 Shell shares in Q1 2026, an estimated $268K.
  • Shell made up 0.08% of Sendero Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Sendero Wealth Management first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
  • Sendero Wealth Management's Shell position peaked at $1.85M in Q4 2023.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.