Strategic Advisors’s Shell SHEL Stock Holding History

Strategic 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	$558K	Hold	6,000	–	–	0.09%	128
2025 Q4	$441K	Hold	6,000	–	–	0.07%	140
2025 Q3	$429K	Buy	6,000 +1,500	+33%	+$108K	0.07%	144
2025 Q2	$317K	Sell	4,500 -2,000	-31%	-$134K	0.06%	143
2025 Q1	$476K	Sell	6,500 -31	-0.5%	-$2.09K	0.09%	135
2024 Q4	$409K	Buy	6,531 +2,531	+63%	+$166K	0.07%	145
2024 Q3	$264K	Hold	4,000	–	–	0.05%	184
2024 Q2	$289K	Sell	4,000 -1,500	-27%	-$107K	0.06%	170
2024 Q1	$369K	Sell	5,500 -1,000	-15%	-$64.1K	0.07%	157
2023 Q4	$428K	Hold	6,500	–	–	0.08%	146
2023 Q3	$418K	Hold	6,500	–	–	0.08%	143
2023 Q2	$392K	Hold	6,500	–	–	0.07%	143
2023 Q1	$374K	Hold	6,500	–	–	0.08%	151
2022 Q4	$370K	Sell	6,500 -3,900	-38%	-$215K	0.08%	143
2022 Q3	$517K	Hold	10,400	–	–	0.11%	124
2022 Q2	$543K	Hold	10,400	–	–	0.11%	124
2022 Q1	$571K	Buy	+10,400	New	+$552K	0.1%	136

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

Strategic Advisors's SHEL Position: Q1 2026 in Review

Strategic Advisors held its Shell (SHEL) position steady in Q1 2026 at 6,000 shares worth $558K. The position accounts for 0.09% of the portfolio, ranked #128.

Strategic Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $571K in Q1 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Strategic Advisors held 6,000 shares of Shell worth $558K as of Q1 2026.
Strategic Advisors left its Shell share count unchanged in Q1 2026.
Shell made up 0.09% of Strategic Advisors's portfolio in Q1 2026, its #128 holding.
Strategic Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Strategic Advisors's Shell position peaked at $571K in Q1 2022.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.