Soltis Investment Advisors’s Shell SHEL Stock Holding History

Soltis Investment Advisors’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	$529K	Buy	5,684 +2,656	+88%	+$215K	0.03%	332
2025 Q4	$222K	Sell	3,028 -341	-10%	-$25.1K	0.01%	478
2025 Q3	$241K	Sell	3,369 -4,991	-60%	-$359K	0.02%	420
2025 Q2	$589K	Buy	+8,360	New	+$560K	0.05%	235
2024 Q4	–	Sell	-3,722	Closed	-$245K	–	389
2024 Q3	$245K	Sell	3,722 -58,839	-94%	-$4.17M	0.02%	309
2024 Q2	$4.52M	Buy	+62,561	New	+$4.47M	0.48%	66
2023 Q3	–	Sell	-3,834	Closed	-$231K	–	278
2023 Q2	$231K	Buy	+3,834	New	+$230K	0.03%	237

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Soltis Investment Advisors's SHEL Position: Q1 2026 in Review

Soltis Investment Advisors increased its Shell (SHEL) stake by 88% in Q1 2026, buying an estimated $215K and bringing the position to 5,684 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #332.

Soltis Investment Advisors first reported a position in SHEL in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.52M in Q2 2024. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Soltis Investment Advisors held 5,684 shares of Shell worth $529K as of Q1 2026.
Soltis Investment Advisors bought 2,656 Shell shares in Q1 2026, an estimated $215K.
Shell made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #332 holding.
Soltis Investment Advisors first reported a position in Shell in Q2 2023 and has held it in 7 quarters since.
Soltis Investment Advisors's Shell position peaked at $4.52M in Q2 2024.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.