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Triad Wealth Partners’s Shell SHEL Stock Holding History

Triad Wealth 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 		$325K Sell
3,496
-245
-7% -$19.8K 0.03% 378
2025
Q4 		$275K Buy
3,741
+483
+15% +$35.6K 0.03% 405
2025
Q3 		$233K Buy
+3,258
New +$235K 0.03% 336
2024
Q3 		– Sell
-436
Closed -$31.5K – 750
2024
Q2 		$31.5K Buy
+436
New +$31.2K 0.02% 288

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

Triad Wealth Partners's SHEL Position: Q1 2026 in Review

Triad Wealth Partners reduced its Shell (SHEL) stake by 6.5% in Q1 2026, selling an estimated $19.8K and leaving 3,496 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #378.

Triad Wealth Partners first reported a position in SHEL in Q2 2024 and has held it in 4 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Triad Wealth Partners held 3,496 shares of Shell worth $325K as of Q1 2026.
  • Triad Wealth Partners sold 245 Shell shares in Q1 2026, an estimated $19.8K.
  • Shell made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #378 holding.
  • Triad Wealth Partners first reported a position in Shell in Q2 2024 and has held it in 4 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.