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Stratos Wealth Partners’s Shell SHEL Stock Holding History

Stratos Wealth Partners’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 		$2.72M Buy
29,216
+4,548
+18% +$367K 0.03% 475
2025
Q4 		$1.81M Sell
24,668
-1,088
-4% -$80.1K 0.02% 569
2025
Q3 		$1.84M Buy
25,756
+172
+0.7% +$12.4K 0.02% 557
2025
Q2 		$1.8M Sell
25,584
-934
-4% -$62.6K 0.02% 527
2025
Q1 		$1.94M Sell
26,518
-2,773
-9% -$187K 0.03% 455
2024
Q4 		$1.84M Buy
29,291
+151
+0.5% +$9.9K 0.03% 502
2024
Q3 		$1.92M Buy
29,140
+7,025
+32% +$498K 0.03% 479
2024
Q2 		$1.6M Buy
22,115
+962
+5% +$68.8K 0.03% 499
2024
Q1 		$1.42M Sell
21,153
-2,277
-10% -$146K 0.02% 537
2023
Q4 		$1.54M Buy
23,430
+1,068
+5% +$70.1K 0.03% 483
2023
Q3 		$1.44M Buy
22,362
+5,573
+33% +$347K 0.03% 453
2023
Q2 		$1.01M Buy
16,789
+409
+2% +$24.5K 0.02% 527
2023
Q1 		$943K Sell
16,380
-1,390
-8% -$81.8K 0.03% 503
2022
Q4 		$1.01M Sell
17,770
-102
-0.6% -$5.62K 0.03% 506
2022
Q3 		$889K Sell
17,872
-2,942
-14% -$152K 0.02% 518
2022
Q2 		$1.09M Buy
+20,814
New +$1.17M 0.03% 487

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

Stratos Wealth Partners's SHEL Position: Q1 2026 in Review

Stratos Wealth Partners increased its Shell (SHEL) stake by 18% in Q1 2026, buying an estimated $367K and bringing the position to 29,216 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #475.

Stratos Wealth Partners first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Stratos Wealth Partners held 29,216 shares of Shell worth $2.72M as of Q1 2026.
  • Stratos Wealth Partners bought 4,548 Shell shares in Q1 2026, an estimated $367K.
  • Shell made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #475 holding.
  • Stratos Wealth Partners first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.