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Tred Avon Family Wealth’s Shell SHEL Stock Holding History

Tred Avon Family 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 		$645K Sell
6,933
-685
-9% -$55.4K 0.21% 145
2025
Q4 		$560K Sell
7,618
-398
-5% -$29.3K 0.18% 148
2025
Q3 		$573K Buy
+8,016
New +$577K 0.2% 138

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 $336B AUM 34.66% 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

Tred Avon Family Wealth's SHEL Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Shell (SHEL) stake by 9% in Q1 2026, selling an estimated $55.4K and leaving 6,933 shares worth $645K. The position accounts for 0.21% of the portfolio, ranked #145.

Tred Avon Family Wealth first reported a position in SHEL in Q3 2025 and has held it in 3 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Tred Avon Family Wealth held 6,933 shares of Shell worth $645K as of Q1 2026.
  • Tred Avon Family Wealth sold 685 Shell shares in Q1 2026, an estimated $55.4K.
  • Shell made up 0.21% of Tred Avon Family Wealth's portfolio in Q1 2026, its #145 holding.
  • Tred Avon Family Wealth first reported a position in Shell in Q3 2025 and has held it in 3 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.