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SFMG Wealth Advisors’s Shell SHEL Stock Holding History

SFMG Wealth Advisors’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 		$546K Buy
5,874
+2,510
+75% +$203K 0.04% 177
2025
Q4 		$247K Buy
3,364
+253
+8% +$18.6K 0.02% 266
2025
Q3 		$223K Buy
3,111
+28
+0.9% +$2.02K 0.02% 267
2025
Q2 		$217K Buy
3,083
+29
+0.9% +$1.94K 0.02% 247
2025
Q1 		$224K Buy
+3,054
New +$206K 0.02% 244
2024
Q4 		– Sell
-3,318
Closed -$219K – 287
2024
Q3 		$219K Buy
3,318
+50
+2% +$3.54K 0.02% 239
2024
Q2 		$236K Buy
3,268
+85
+3% +$6.08K 0.02% 220
2024
Q1 		$213K Buy
+3,183
New +$204K 0.02% 241
2023
Q1 		– Sell
-4,193
Closed -$239K – 276
2022
Q4 		$239K Sell
4,193
-19
-0.5% -$1.05K 0.03% 202
2022
Q3 		$212K Hold
4,212
– – 0.02% 212
2022
Q2 		$220K Hold
4,212
– – 0.03% 219
2022
Q1 		$231K Buy
+4,212
New +$224K 0.02% 242

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

SFMG Wealth Advisors's SHEL Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Shell (SHEL) stake by 75% in Q1 2026, buying an estimated $203K and bringing the position to 5,874 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #177.

SFMG Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • SFMG Wealth Advisors held 5,874 shares of Shell worth $546K as of Q1 2026.
  • SFMG Wealth Advisors bought 2,510 Shell shares in Q1 2026, an estimated $203K.
  • Shell made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #177 holding.
  • SFMG Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.