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TritonPoint Wealth’s Shell SHEL Stock Holding History

TritonPoint 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 		$380K Sell
4,091
-976
-19% -$78.9K 0.04% 198
2025
Q4 		$372K Sell
5,067
-135
-3% -$9.94K 0.04% 202
2025
Q3 		$372K Buy
+5,202
New +$375K 0.03% 260
2024
Q4 		– Sell
-4,057
Closed -$268K – 345
2024
Q3 		$268K Hold
4,057
– – 0.02% 284
2024
Q2 		$293K Hold
4,057
– – 0.03% 258
2024
Q1 		$267K Sell
4,057
-100
-2% -$6.41K 0.03% 278
2023
Q4 		$274K Buy
+4,157
New +$273K 0.03% 284

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

TritonPoint Wealth's SHEL Position: Q1 2026 in Review

TritonPoint Wealth reduced its Shell (SHEL) stake by 19% in Q1 2026, selling an estimated $78.9K and leaving 4,091 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #198.

TritonPoint Wealth first reported a position in SHEL in Q4 2023 and has held it in 7 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • TritonPoint Wealth held 4,091 shares of Shell worth $380K as of Q1 2026.
  • TritonPoint Wealth sold 976 Shell shares in Q1 2026, an estimated $78.9K.
  • Shell made up 0.04% of TritonPoint Wealth's portfolio in Q1 2026, its #198 holding.
  • TritonPoint Wealth first reported a position in Shell in Q4 2023 and has held it in 7 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.