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Syverson Strege & Co’s Shell SHEL Stock Holding History

Syverson Strege & Co’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 		$385K Sell
4,141
-9
-0.2% -$727 0.09% 95
2025
Q4 		$305K Sell
4,150
-83
-2% -$6.11K 0.07% 116
2025
Q3 		$303K Sell
4,233
-700
-14% -$50.4K 0.07% 114
2025
Q2 		$347K Buy
+4,933
New +$331K 0.08% 100
2023
Q2 		– Sell
-2,478
Closed -$143K – 517
2023
Q1 		$143K Buy
2,478
+937
+61% +$55.1K 0.06% 71
2022
Q4 		$87.7K Hold
1,541
– – 0.04% 101
2022
Q3 		$77K Sell
1,541
-402
-21% -$20.7K 0.04% 100
2022
Q2 		$102K Buy
+1,943
New +$109K 0.04% 99

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

Syverson Strege & Co's SHEL Position: Q1 2026 in Review

Syverson Strege & Co reduced its Shell (SHEL) stake by 0.22% in Q1 2026, selling an estimated $727 and leaving 4,141 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #95.

Syverson Strege & Co first reported a position in SHEL in Q2 2022 and has held it in 8 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Syverson Strege & Co held 4,141 shares of Shell worth $385K as of Q1 2026.
  • Syverson Strege & Co sold 9 Shell shares in Q1 2026, an estimated $727.
  • Shell made up 0.09% of Syverson Strege & Co's portfolio in Q1 2026, its #95 holding.
  • Syverson Strege & Co first reported a position in Shell in Q2 2022 and has held it in 8 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.