Syntax Research’s Shell SHEL Stock Holding History

Syntax Research’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	$7.72K	Hold	83	–	–	﹤0.01%	152
2025 Q4	$6.1K	Hold	83	–	–	﹤0.01%	157
2025 Q3	$5.94K	Hold	83	–	–	﹤0.01%	157
2025 Q2	$5.84K	Hold	83	–	–	﹤0.01%	151
2025 Q1	$6.08K	Hold	83	–	–	﹤0.01%	155
2024 Q4	$5.2K	Hold	83	–	–	﹤0.01%	167
2024 Q3	$5.47K	Hold	83	–	–	﹤0.01%	167
2024 Q2	$5.99K	Hold	83	–	–	﹤0.01%	149
2024 Q1	$5.57K	Hold	83	–	–	﹤0.01%	153
2023 Q4	$5.46K	Hold	83	–	–	﹤0.01%	156
2023 Q3	$5.34K	Buy	+83	New	+$5.17K	﹤0.01%	159

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

Syntax Research's SHEL Position: Q1 2026 in Review

Syntax Research held its Shell (SHEL) position steady in Q1 2026 at 83 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Syntax Research first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Syntax Research held 83 shares of Shell worth $7.72K as of Q1 2026.
Syntax Research left its Shell share count unchanged in Q1 2026.
Shell made up ﹤0.01% of Syntax Research's portfolio in Q1 2026, its #152 holding.
Syntax Research first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.