Sweeney & Michel’s Shell SHEL Stock Holding History

Sweeney & Michel’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	$1.38M	Sell	14,884 -188	-1%	-$15.2K	0.41%	46
2025 Q4	$1.21M	Buy	15,072 +276	+2%	+$20.3K	0.36%	50
2025 Q3	$1.06M	Sell	14,796 -366	-2%	-$26.4K	0.36%	48
2025 Q2	$1.1M	Sell	15,162 -428	-3%	-$28.7K	0.39%	46
2025 Q1	$931K	Buy	+15,590	New	+$1.05M	0.41%	43
2024 Q3	$1.11M	Sell	16,545 -29,393	-64%	-$2.08M	0.44%	43
2024 Q2	$3.33M	Sell	45,938 -411	-0.9%	-$29.4K	1.42%	19
2024 Q1	$3.43M	Buy	+46,349	New	+$2.97M	1.52%	19
2023 Q3	$2.82M	Sell	43,752 -5,022	-10%	-$313K	1.48%	19
2023 Q2	$3.01M	Sell	48,774 -1,709	-3%	-$103K	1.55%	16
2023 Q1	$2.91M	Buy	+50,483	New	+$2.97M	1.55%	16

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

Sweeney & Michel's SHEL Position: Q1 2026 in Review

Sweeney & Michel reduced its Shell (SHEL) stake by 1.2% in Q1 2026, selling an estimated $15.2K and leaving 14,884 shares worth $1.38M. The position accounts for 0.41% of the portfolio, ranked #46.

Sweeney & Michel first reported a position in SHEL in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.43M in Q1 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Sweeney & Michel held 14,884 shares of Shell worth $1.38M as of Q1 2026.
Sweeney & Michel sold 188 Shell shares in Q1 2026, an estimated $15.2K.
Shell made up 0.41% of Sweeney & Michel's portfolio in Q1 2026, its #46 holding.
Sweeney & Michel first reported a position in Shell in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Shell position peaked at $3.43M in Q1 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.