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Sittner & Nelson’s Shell SHEL Stock Holding History

Sittner & Nelson’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 		$558K Buy
5,997
+2
+0% +$162 0.2% 86
2025
Q4 		$451K Buy
5,995
+2
+0% +$147 0.16% 100
2025
Q3 		$429K Sell
5,993
-198
-3% -$14.3K 0.16% 94
2025
Q2 		$436K Buy
6,191
+2
+0% +$134 0.18% 91
2025
Q1 		$454K Buy
6,189
+2
+0% +$135 0.19% 82
2024
Q4 		$388K Buy
6,187
+3
+0% +$197 0.17% 86
2024
Q3 		$408K Buy
6,184
+2
+0% +$142 0.18% 80
2024
Q2 		$446K Buy
6,182
+2
+0% +$143 0.22% 69
2024
Q1 		$414K Buy
6,180
+2
+0% +$128 0.21% 75
2023
Q4 		$407K Sell
6,178
-98
-2% -$6.43K 0.22% 76
2023
Q3 		$404K Sell
6,276
-998
-14% -$62.1K 0.23% 71
2023
Q2 		$439K Buy
7,274
+2
+0% +$120 0.24% 69
2023
Q1 		$418K Sell
7,272
-398
-5% -$23.4K 0.24% 72
2022
Q4 		$437K Hold
7,670
– – 0.27% 71
2022
Q3 		$382K Hold
7,670
– – 0.26% 67
2022
Q2 		$401K Sell
7,670
-160
-2% -$8.99K 0.26% 67
2022
Q1 		$430K Buy
+7,830
New +$416K 0.25% 65

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

Sittner & Nelson's SHEL Position: Q1 2026 in Review

Sittner & Nelson increased its Shell (SHEL) stake by 0.03% in Q1 2026, buying an estimated $162 and bringing the position to 5,997 shares worth $558K. The position accounts for 0.2% of the portfolio, ranked #86.

Sittner & Nelson 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.

  • Sittner & Nelson held 5,997 shares of Shell worth $558K as of Q1 2026.
  • Sittner & Nelson bought 2 Shell shares in Q1 2026, an estimated $162.
  • Shell made up 0.2% of Sittner & Nelson's portfolio in Q1 2026, its #86 holding.
  • Sittner & Nelson 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 Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.