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Triune Financial Partners’s Shell SHEL Stock Holding History

Triune Financial 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 		$321K Buy
3,456
+27
+0.8% +$2.18K 0.08% 32
2025
Q4 		$264K Buy
3,429
+34
+1% +$2.5K 0.06% 38
2025
Q3 		$243K Buy
3,395
+34
+1% +$2.45K 0.06% 37
2025
Q2 		$237K Buy
3,361
+33
+1% +$2.21K 0.07% 32
2025
Q1 		$244K Buy
3,328
+33
+1% +$2.22K 0.08% 29
2024
Q4 		$206K Buy
3,295
+37
+1% +$2.42K 0.07% 32
2024
Q3 		$215K Buy
3,258
+32
+1% +$2.27K 0.07% 30
2024
Q2 		$233K Buy
3,226
+31
+1% +$2.22K 0.08% 28
2024
Q1 		$214K Buy
3,195
+32
+1% +$2.05K 0.07% 30
2023
Q4 		$208K Buy
3,163
+32
+1% +$2.1K 0.08% 32
2023
Q3 		$202K Buy
+3,131
New +$195K 0.08% 30

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

Triune Financial Partners's SHEL Position: Q1 2026 in Review

Triune Financial Partners increased its Shell (SHEL) stake by 0.79% in Q1 2026, buying an estimated $2.18K and bringing the position to 3,456 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #32.

Triune Financial Partners first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Triune Financial Partners held 3,456 shares of Shell worth $321K as of Q1 2026.
  • Triune Financial Partners bought 27 Shell shares in Q1 2026, an estimated $2.18K.
  • Shell made up 0.08% of Triune Financial Partners's portfolio in Q1 2026, its #32 holding.
  • Triune Financial Partners first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.