Tranquility Partners’s Shell SHEL Stock Holding History

Tranquility Partners’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	$310K	Hold	3,337	–	–	0.12%	177
2025 Q4	$245K	Sell	3,337 -1,025	-23%	-$75.5K	0.09%	204
2025 Q3	$312K	Buy	4,362 +223	+5%	+$16.1K	0.11%	187
2025 Q2	$291K	Hold	4,139	–	–	0.1%	181
2025 Q1	$303K	Buy	4,139 +50	+1%	+$3.37K	0.12%	166
2024 Q4	$256K	Hold	4,089	–	–	0.1%	187
2024 Q3	$270K	Sell	4,089 -182	-4%	-$12.9K	0.1%	187
2024 Q2	$308K	Hold	4,271	–	–	0.12%	169
2024 Q1	$286K	Buy	4,271 +67	+2%	+$4.29K	0.11%	178
2023 Q4	$277K	Buy	4,204 +462	+12%	+$30.3K	0.12%	168
2023 Q3	$241K	Buy	3,742 +68	+2%	+$4.23K	0.1%	190
2023 Q2	$222K	Buy	+3,674	New	+$220K	0.1%	203

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

Tranquility Partners's SHEL Position: Q1 2026 in Review

Tranquility Partners held its Shell (SHEL) position steady in Q1 2026 at 3,337 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #177.

Tranquility Partners first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $312K in Q3 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Tranquility Partners held 3,337 shares of Shell worth $310K as of Q1 2026.
Tranquility Partners left its Shell share count unchanged in Q1 2026.
Shell made up 0.12% of Tranquility Partners's portfolio in Q1 2026, its #177 holding.
Tranquility Partners first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
Tranquility Partners's Shell position peaked at $312K in Q3 2025.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.