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Smithbridge Asset Management’s Shell SHEL Stock Holding History

Smithbridge Asset 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 		– Sell
-3,628
Closed -$267K – 203
2025
Q4 		$267K Buy
+3,628
New +$267K 0.02% 169

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

Smithbridge Asset Management's SHEL Position: Q1 2026 in Review

Smithbridge Asset Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 3,628 shares — an estimated $267K sold.

Smithbridge Asset Management first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $267K in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Smithbridge Asset Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Smithbridge Asset Management sold 3,628 Shell shares in Q1 2026, an estimated $267K.
  • Smithbridge Asset Management first reported a position in Shell in Q4 2025 and held it in 1 quarter.
  • Smithbridge Asset Management's Shell position peaked at $267K in Q4 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.