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Steward Partners Investment Advisory’s Shell SHEL Stock Holding History

Steward Partners Investment Advisory’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 		$3.34M Buy
35,898
+2,952
+9% +$239K 0.02% 665
2025
Q4 		$2.42M Sell
32,946
-174
-0.5% -$12.8K 0.01% 715
2025
Q3 		$2.37M Sell
33,120
-3,016
-8% -$217K 0.01% 718
2025
Q2 		$2.54M Sell
36,136
-1,315
-4% -$88.1K 0.02% 634
2025
Q1 		$2.74M Sell
37,451
-4,524
-11% -$305K 0.02% 561
2024
Q4 		$2.63M Buy
41,975
+106
+0.3% +$6.95K 0.02% 556
2024
Q3 		$2.76M Buy
41,869
+3,315
+9% +$235K 0.03% 526
2024
Q2 		$2.78M Buy
38,554
+176
+0.5% +$12.6K 0.03% 492
2024
Q1 		$2.57M Sell
38,378
-959
-2% -$61.5K 0.03% 501
2023
Q4 		$2.59M Sell
39,337
-4,126
-9% -$271K 0.04% 439
2023
Q3 		$2.8M Buy
43,463
+3,414
+9% +$213K 0.04% 382
2023
Q2 		$2.42M Buy
40,049
+394
+1% +$23.6K 0.04% 428
2023
Q1 		$2.28M Sell
39,655
-19,936
-33% -$1.17M 0.04% 434
2022
Q4 		$3.39M Buy
59,591
+9,148
+18% +$504K 0.06% 326
2022
Q3 		$2.51M Buy
50,443
+21,250
+73% +$1.1M 0.05% 367
2022
Q2 		$1.53M Sell
29,193
-3,756
-11% -$211K 0.03% 514
2022
Q1 		$1.81M Buy
+32,949
New +$1.75M 0.03% 510

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

Steward Partners Investment Advisory's SHEL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Shell (SHEL) stake by 9% in Q1 2026, buying an estimated $239K and bringing the position to 35,898 shares worth $3.34M. The position accounts for 0.02% of the portfolio, ranked #665.

Steward Partners Investment Advisory first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.39M in Q4 2022. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Steward Partners Investment Advisory held 35,898 shares of Shell worth $3.34M as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,952 Shell shares in Q1 2026, an estimated $239K.
  • Shell made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #665 holding.
  • Steward Partners Investment Advisory first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's Shell position peaked at $3.39M in Q4 2022.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.