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Summit Securities Group’s Shell SHEL Stock Holding History

Summit Securities Group’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
2022
Q2 		– Sell
-1,000
Closed -$55K – 1199
2022
Q1 		$55K Buy
+1,000
New +$53.1K 0.01% 593

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

Summit Securities Group's SHEL Position: Q1 2026 in Review

Summit Securities Group opened a new position in Shell (SHEL) in Q1 2026: 1,000 shares worth $93K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SHEL as recently as Q3 2025.

Summit Securities Group first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.14M in Q4 2023. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Summit Securities Group held 1,000 shares of Shell worth $93K as of Q1 2026.
  • Shell was a new Summit Securities Group position in Q1 2026.
  • Shell made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #296 holding.
  • Summit Securities Group first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
  • Summit Securities Group's Shell position peaked at $4.14M in Q4 2023.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.