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Sunbelt Securities’s Shell SHEL Stock Holding History

Sunbelt Securities’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 		$1.3M Sell
13,945
-856
-6% -$69.2K 0.08% 212
2025
Q4 		$1.09M Sell
14,801
-79
-0.5% -$5.82K 0.07% 224
2025
Q3 		$1.06M Buy
14,880
+388
+3% +$27.9K 0.07% 225
2025
Q2 		$908K Sell
14,492
-515
-3% -$34.5K 0.08% 218
2025
Q1 		$1.1M Buy
15,007
+515
+4% +$34.7K 0.1% 179
2024
Q4 		$895K Buy
14,492
+531
+4% +$34.8K 0.08% 220
2024
Q3 		$921K Buy
13,961
+129
+0.9% +$9.14K 0.09% 220
2024
Q2 		$998K Sell
13,832
-562
-4% -$40.2K 0.1% 187
2024
Q1 		$965K Buy
14,394
+337
+2% +$21.6K 0.11% 186
2023
Q4 		$925K Buy
14,057
+739
+6% +$48.5K 0.12% 191
2023
Q3 		$857K Buy
13,318
+84
+0.6% +$5.23K 0.12% 187
2023
Q2 		$799K Buy
13,234
+297
+2% +$17.8K 0.11% 190
2023
Q1 		$750K Buy
12,937
+218
+2% +$12.8K 0.12% 189
2022
Q4 		$724K Buy
12,719
+1,982
+18% +$109K 0.14% 175
2022
Q3 		$534K Buy
10,737
+282
+3% +$14.5K 0.11% 221
2022
Q2 		$547K Buy
10,455
+298
+3% +$16.7K 0.12% 225
2022
Q1 		$565K Buy
+10,157
New +$539K 0.1% 228

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

Sunbelt Securities's SHEL Position: Q1 2026 in Review

Sunbelt Securities reduced its Shell (SHEL) stake by 5.8% in Q1 2026, selling an estimated $69.2K and leaving 13,945 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #212.

Sunbelt Securities first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Sunbelt Securities held 13,945 shares of Shell worth $1.3M as of Q1 2026.
  • Sunbelt Securities sold 856 Shell shares in Q1 2026, an estimated $69.2K.
  • Shell made up 0.08% of Sunbelt Securities's portfolio in Q1 2026, its #212 holding.
  • Sunbelt Securities first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.