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Shepherd Wealth Management’s Shell SHEL Stock Holding History

Shepherd 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 		$338K Buy
+3,770
New +$305K 0.25% 33
2025
Q4 		– Sell
-3,600
Closed -$269K – 47
2025
Q3 		$269K Hold
3,600
– – 0.18% 34
2025
Q2 		$259K Buy
+3,600
New +$241K 0.18% 39

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

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

Shepherd Wealth Management opened a new position in Shell (SHEL) in Q1 2026: 3,770 shares worth $338K. The stake represents 0.25% of the portfolio and ranks #33 among its holdings. This is a return to the name: Shepherd Wealth Management previously reported a position in SHEL as recently as Q3 2025.

Shepherd Wealth Management first reported a position in SHEL in Q2 2025 and has held it in 3 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Shepherd Wealth Management held 3,770 shares of Shell worth $338K as of Q1 2026.
  • Shell was a new Shepherd Wealth Management position in Q1 2026.
  • Shell made up 0.25% of Shepherd Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Shepherd Wealth Management first reported a position in Shell in Q2 2025 and has held it in 3 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.