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Shoker Investment Counsel’s Shell SHEL Stock Holding History

Shoker Investment Counsel’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 		$952K Sell
10,237
-16
-0.2% -$1.29K 0.28% 56
2025
Q4 		$753K Sell
10,253
-279
-3% -$20.6K 0.22% 61
2025
Q3 		$753K Sell
10,532
-40
-0.4% -$2.88K 0.22% 62
2025
Q2 		$744K Sell
10,572
-24
-0.2% -$1.61K 0.23% 61
2025
Q1 		$777K Hold
10,596
– – 0.26% 60
2024
Q4 		$664K Sell
10,596
-67
-0.6% -$4.39K 0.22% 63
2024
Q3 		$703K Sell
10,663
-1,827
-15% -$129K 0.24% 61
2024
Q2 		$902K Sell
12,490
-194
-2% -$13.9K 0.32% 58
2024
Q1 		$862K Hold
12,684
– – 0.31% 56
2023
Q4 		$835K Buy
12,684
+120
+1% +$7.88K 0.32% 53
2023
Q3 		$809K Sell
12,564
-1,281
-9% -$79.7K 0.35% 51
2023
Q2 		$836K Sell
13,845
-720
-5% -$43.2K 0.35% 51
2023
Q1 		$838K Hold
14,565
– – 0.37% 54
2022
Q4 		$830K Sell
14,565
-1,030
-7% -$56.8K 0.37% 57
2022
Q3 		$775K Sell
15,595
-68
-0.4% -$3.5K 0.41% 53
2022
Q2 		$818K Sell
15,663
-1,352
-8% -$76K 0.43% 52
2022
Q1 		$934K Buy
+17,015
New +$903K 0.46% 51

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

Shoker Investment Counsel's SHEL Position: Q1 2026 in Review

Shoker Investment Counsel reduced its Shell (SHEL) stake by 0.16% in Q1 2026, selling an estimated $1.29K and leaving 10,237 shares worth $952K. The position accounts for 0.28% of the portfolio, ranked #56.

Shoker Investment Counsel first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Shoker Investment Counsel held 10,237 shares of Shell worth $952K as of Q1 2026.
  • Shoker Investment Counsel sold 16 Shell shares in Q1 2026, an estimated $1.29K.
  • Shell made up 0.28% of Shoker Investment Counsel's portfolio in Q1 2026, its #56 holding.
  • Shoker Investment Counsel first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.