Steph & Co’s Shell SHEL Stock Holding History

Steph & Co’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	-32	Closed	-$2.35K	–	318
2025 Q4	$2.35K	Buy	+32	New	+$2.36K	﹤0.01%	306

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Steph & Co's SHEL Position: Q1 2026 in Review

Steph & Co sold out of Shell (SHEL) in Q1 2026, closing a stake of 32 shares — an estimated $2.35K sold.

Steph & Co first reported a position in SHEL in Q4 2025 and held it in 1 quarter. The position peaked at $2.35K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Steph & Co reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Steph & Co sold 32 Shell shares in Q1 2026, an estimated $2.35K.
Steph & Co first reported a position in Shell in Q4 2025 and held it in 1 quarter.
Steph & Co's Shell position peaked at $2.35K in Q4 2025.
1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Steph & Co's 13F filing for Q1 2026, filed 17 Apr 2026.