S
SHEL icon

SimplyRich’s Shell SHEL Stock Holding History

SimplyRich’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 		$2.72M Sell
29,281
-78
-0.3% -$6.3K 0.7% 25
2025
Q4 		$2.16M Buy
29,359
+5
+0% +$368 0.56% 36
2025
Q3 		$2.1M Buy
29,354
+10
+0% +$720 0.57% 37
2025
Q2 		$2.07M Sell
29,344
-71
-0.2% -$4.76K 0.58% 40
2025
Q1 		$2.15M Buy
29,415
+2,851
+11% +$192K 0.62% 33
2024
Q4 		$1.66M Sell
26,564
-2,430
-8% -$159K 0.47% 52
2024
Q3 		$1.91M Buy
28,994
+2,093
+8% +$148K 0.53% 40
2024
Q2 		$1.94M Buy
26,901
+158
+0.6% +$11.3K 0.61% 35
2024
Q1 		$1.79M Buy
26,743
+153
+0.6% +$9.8K 0.58% 41
2023
Q4 		$1.75M Buy
26,590
+5
+0% +$328 0.6% 36
2023
Q3 		$1.71M Buy
26,585
+24
+0.1% +$1.49K 0.83% 29
2023
Q2 		$1.6M Buy
26,561
+42
+0.2% +$2.52K 0.57% 39
2023
Q1 		$1.52M Hold
26,519
– – 0.57% 40
2022
Q4 		$1.51M Buy
26,519
+307
+1% +$16.9K 0.6% 39
2022
Q3 		$1.3M Buy
26,212
+17,955
+217% +$925K 0.59% 41
2022
Q2 		$431K Buy
8,257
+2
+0% +$112 0.18% 110
2022
Q1 		$453K Buy
+8,255
New +$438K 0.16% 117

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

SimplyRich's SHEL Position: Q1 2026 in Review

SimplyRich reduced its Shell (SHEL) stake by 0.27% in Q1 2026, selling an estimated $6.3K and leaving 29,281 shares worth $2.72M. The position accounts for 0.7% of the portfolio, ranked #25.

SimplyRich first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • SimplyRich held 29,281 shares of Shell worth $2.72M as of Q1 2026.
  • SimplyRich sold 78 Shell shares in Q1 2026, an estimated $6.3K.
  • Shell made up 0.7% of SimplyRich's portfolio in Q1 2026, its #25 holding.
  • SimplyRich first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.