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SHP Wealth Management’s Shell SHEL Stock Holding History

SHP 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 		$241K Sell
2,593
-133
-5% -$10.7K 0.02% 235
2025
Q4 		$200K Buy
+2,726
New +$201K 0.02% 253

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 $336B AUM 34.66% 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 $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SHP Wealth Management reduced its Shell (SHEL) stake by 4.9% in Q1 2026, selling an estimated $10.7K and leaving 2,593 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #235.

SHP Wealth Management first reported a position in SHEL in Q4 2025 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • SHP Wealth Management held 2,593 shares of Shell worth $241K as of Q1 2026.
  • SHP Wealth Management sold 133 Shell shares in Q1 2026, an estimated $10.7K.
  • Shell made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #235 holding.
  • SHP Wealth Management first reported a position in Shell in Q4 2025 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.