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SHEL icon

SignatureFD’s Shell SHEL Stock Holding History

SignatureFD’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 		$5.48M Buy
58,967
+1,400
+2% +$113K 0.08% 90
2025
Q4 		$4.23M Buy
57,567
+199
+0.3% +$14.7K 0.06% 118
2025
Q3 		$4.1M Buy
57,368
+1,425
+3% +$103K 0.06% 110
2025
Q2 		$3.94M Sell
55,943
-3,096
-5% -$208K 0.07% 104
2025
Q1 		$4.33M Buy
59,039
+5,533
+10% +$373K 0.08% 88
2024
Q4 		$3.35M Sell
53,506
-2,570
-5% -$168K 0.06% 110
2024
Q3 		$3.7M Buy
56,076
+487
+0.9% +$34.5K 0.07% 97
2024
Q2 		$4.01M Buy
55,589
+2,173
+4% +$155K 0.08% 83
2024
Q1 		$3.58M Buy
53,416
+1,844
+4% +$118K 0.08% 89
2023
Q4 		$3.39M Buy
51,572
+2,217
+4% +$145K 0.08% 89
2023
Q3 		$3.18M Buy
49,355
+4,540
+10% +$283K 0.08% 89
2023
Q2 		$2.71M Sell
44,815
-633
-1% -$38K 0.07% 95
2023
Q1 		$2.62M Buy
45,448
+2,524
+6% +$148K 0.07% 100
2022
Q4 		$2.44M Buy
42,924
+7,229
+20% +$398K 0.07% 96
2022
Q3 		$1.78M Buy
35,695
+5,069
+17% +$261K 0.06% 105
2022
Q2 		$1.6M Buy
30,626
+1,604
+6% +$90.1K 0.05% 119
2022
Q1 		$1.59M Buy
+29,022
New +$1.54M 0.05% 146

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

SignatureFD's SHEL Position: Q1 2026 in Review

SignatureFD increased its Shell (SHEL) stake by 2.4% in Q1 2026, buying an estimated $113K and bringing the position to 58,967 shares worth $5.48M. The position accounts for 0.08% of the portfolio, ranked #90.

SignatureFD first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • SignatureFD held 58,967 shares of Shell worth $5.48M as of Q1 2026.
  • SignatureFD bought 1,400 Shell shares in Q1 2026, an estimated $113K.
  • Shell made up 0.08% of SignatureFD's portfolio in Q1 2026, its #90 holding.
  • SignatureFD first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.