TPCW
SHEL icon

TD Private Client Wealth’s Shell SHEL Stock Holding History

TD Private Client Wealth’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 		$1.14M Sell
12,287
-25,954
-68% -$2.1M 0.02% 341
2025
Q4 		$2.81M Buy
38,241
+472
+1% +$34.8K 0.06% 202
2025
Q3 		$2.7M Buy
37,769
+7,327
+24% +$528K 0.06% 207
2025
Q2 		$2.14M Buy
30,442
+3,947
+15% +$265K 0.05% 226
2025
Q1 		$1.94M Buy
26,495
+938
+4% +$63.2K 0.05% 229
2024
Q4 		$1.6M Buy
25,557
+518
+2% +$33.9K 0.04% 264
2024
Q3 		$1.65M Sell
25,039
-5,732
-19% -$406K 0.05% 279
2024
Q2 		$2.22M Buy
30,771
+1,312
+4% +$93.8K 0.07% 216
2024
Q1 		$1.97M Sell
29,459
-3,717
-11% -$238K 0.06% 238
2023
Q4 		$2.18M Sell
33,176
-819
-2% -$53.7K 0.08% 205
2023
Q3 		$2.19M Buy
33,995
+21,690
+176% +$1.35M 0.09% 191
2023
Q2 		$743K Sell
12,305
-426
-3% -$25.6K 0.03% 381
2023
Q1 		$733K Sell
12,731
-1,352
-10% -$79.5K 0.03% 375
2022
Q4 		$802K Sell
14,083
-873
-6% -$48.1K 0.04% 353
2022
Q3 		$744K Buy
14,956
+6,013
+67% +$310K 0.04% 349
2022
Q2 		$468K Buy
8,943
+3,579
+67% +$201K 0.02% 416
2022
Q1 		$295K Buy
+5,364
New +$285K 0.01% 498

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

TD Private Client Wealth's SHEL Position: Q1 2026 in Review

TD Private Client Wealth reduced its Shell (SHEL) stake by 68% in Q1 2026, selling an estimated $2.1M and leaving 12,287 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #341.

TD Private Client Wealth first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.81M in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • TD Private Client Wealth held 12,287 shares of Shell worth $1.14M as of Q1 2026.
  • TD Private Client Wealth sold 25,954 Shell shares in Q1 2026, an estimated $2.1M.
  • Shell made up 0.02% of TD Private Client Wealth's portfolio in Q1 2026, its #341 holding.
  • TD Private Client Wealth first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • TD Private Client Wealth's Shell position peaked at $2.81M in Q4 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.