Stokes Family Office’s Shell SHEL Stock Holding History

Stokes Family Office’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	$397K	Sell	4,273 -853	-17%	-$68.9K	0.04%	205
2025 Q4	$377K	Buy	5,126 +853	+20%	+$62.8K	0.03%	229
2025 Q3	$306K	Buy	4,273 +41	+1%	+$2.95K	0.03%	218
2025 Q2	$298K	Buy	4,232 +13	+0.3%	+$871	0.03%	200
2025 Q1	$309K	Sell	4,219 -270	-6%	-$18.2K	0.03%	192
2024 Q4	$281K	Buy	4,489 +229	+5%	+$15K	0.03%	199
2024 Q3	$281K	Hold	4,260	–	–	0.03%	194
2024 Q2	$307K	Buy	4,260 +212	+5%	+$15.2K	0.04%	186
2024 Q1	$271K	Sell	4,048 -69	-2%	-$4.42K	0.03%	193
2023 Q4	$271K	Sell	4,117 -4,500	-52%	-$295K	0.04%	184
2023 Q3	$555K	Buy	8,617 +497	+6%	+$30.9K	0.07%	174
2023 Q2	$490K	Buy	8,120 +604	+8%	+$36.2K	0.06%	176
2023 Q1	$432K	Sell	7,516 -572	-7%	-$33.7K	0.05%	184
2022 Q4	$461K	Sell	8,088 -17	-0.2%	-$937	0.06%	173
2022 Q3	$403K	Buy	8,105 +551	+7%	+$28.4K	0.06%	178
2022 Q2	$395K	Buy	7,554 +117	+2%	+$6.57K	0.05%	181
2022 Q1	$409K	Buy	+7,437	New	+$395K	0.05%	177

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

Stokes Family Office's SHEL Position: Q1 2026 in Review

Stokes Family Office reduced its Shell (SHEL) stake by 17% in Q1 2026, selling an estimated $68.9K and leaving 4,273 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #205.

Stokes Family Office first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $555K in Q3 2023. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Stokes Family Office held 4,273 shares of Shell worth $397K as of Q1 2026.
Stokes Family Office sold 853 Shell shares in Q1 2026, an estimated $68.9K.
Shell made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #205 holding.
Stokes Family Office first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Stokes Family Office's Shell position peaked at $555K in Q3 2023.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.