TFC Financial Management’s Shell SHEL Stock Holding History

TFC Financial Management’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	$68.9K	Sell	741 -210	-22%	-$17K	0.01%	238
2025 Q4	$69.9K	Buy	951 +210	+28%	+$15.5K	0.01%	246
2025 Q3	$53K	Hold	741	–	–	0.01%	265
2025 Q2	$52.2K	Hold	741	–	–	0.01%	259
2025 Q1	$54.3K	Hold	741	–	–	0.01%	251
2024 Q4	$46.4K	Hold	741	–	–	0.01%	252
2024 Q3	$48.8K	Hold	741	–	–	0.01%	255
2024 Q2	$53.5K	Hold	741	–	–	0.01%	231
2024 Q1	$49.7K	Hold	741	–	–	0.01%	233
2023 Q4	$48.7K	Sell	741 -32	-4%	-$2.1K	0.01%	229
2023 Q3	$49.7K	Buy	773 +32	+4%	+$1.99K	0.01%	220
2023 Q2	$44.7K	Buy	+741	New	+$44.5K	0.01%	226

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

TFC Financial Management's SHEL Position: Q1 2026 in Review

TFC Financial Management reduced its Shell (SHEL) stake by 22% in Q1 2026, selling an estimated $17K and leaving 741 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #238.

TFC Financial Management first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $69.9K in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

TFC Financial Management held 741 shares of Shell worth $68.9K as of Q1 2026.
TFC Financial Management sold 210 Shell shares in Q1 2026, an estimated $17K.
Shell made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #238 holding.
TFC Financial Management first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
TFC Financial Management's Shell position peaked at $69.9K in Q4 2025.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.