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Tanglewood Legacy Advisors’s Shell SHEL Stock Holding History

Tanglewood Legacy Advisors’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 		$129K Hold
1,388
– – 0.05% 116
2025
Q4 		$102K Sell
1,388
-500
-26% -$36.8K 0.04% 128
2025
Q3 		$135K Hold
1,888
– – 0.05% 114
2025
Q2 		$133K Sell
1,888
-320
-14% -$21.4K 0.05% 111
2025
Q1 		$162K Hold
2,208
– – 0.07% 105
2024
Q4 		$138K Sell
2,208
-1,040
-32% -$68.2K 0.06% 107
2024
Q3 		$214K Hold
3,248
– – 0.1% 85
2024
Q2 		$234K Hold
3,248
– – 0.11% 83
2024
Q1 		$218K Buy
+3,248
New +$208K 0.11% 84

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

Tanglewood Legacy Advisors's SHEL Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Shell (SHEL) position steady in Q1 2026 at 1,388 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #116.

Tanglewood Legacy Advisors first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. The position peaked at $234K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Tanglewood Legacy Advisors held 1,388 shares of Shell worth $129K as of Q1 2026.
  • Tanglewood Legacy Advisors left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #116 holding.
  • Tanglewood Legacy Advisors first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
  • Tanglewood Legacy Advisors's Shell position peaked at $234K in Q2 2024.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.