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
2024 Q1	–	Sell	-1,500	Closed	-$99K	–	841
2023 Q4	$99K	Buy	+1,500	New	+$98.4K	0.01%	336
2023 Q1	–	Sell	-10,000	Closed	-$570K	–	1238
2022 Q4	$570K	Hold	10,000	–	–	0.02%	221
2022 Q3	$498K	Buy	10,000 +9,900	+9,900%	+$510K	0.04%	248
2022 Q2	$5K	Buy	+100	New	+$5.62K	﹤0.01%	873

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

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.