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TruWealth Advisors’s Shell SHEL Stock Holding History

TruWealth Advisors’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 		$30M Buy
322,819
+243
+0.1% +$19.6K 1.44% 23
2025
Q4 		$23.7M Sell
322,576
-2,701
-0.8% -$199K 1.16% 30
2025
Q3 		$23.3M Sell
325,277
-7,267
-2% -$523K 1.18% 27
2025
Q2 		$23.4M Buy
332,544
+8,429
+3% +$565K 1.29% 27
2025
Q1 		$23.8M Buy
324,115
+1,511
+0.5% +$102K 1.43% 22
2024
Q4 		$20.2M Sell
322,604
-98,221
-23% -$6.44M 1.22% 26
2024
Q3 		$27.8M Sell
420,825
-5,674
-1% -$402K 1.7% 19
2024
Q2 		$30.8M Buy
426,499
+3,622
+0.9% +$259K 2.05% 15
2024
Q1 		$28.3M Buy
422,877
+7,132
+2% +$457K 1.98% 17
2023
Q4 		$27.4M Sell
415,745
-34,158
-8% -$2.24M 2.09% 17
2023
Q3 		$29M Sell
449,903
-14,118
-3% -$879K 2.49% 9
2023
Q2 		$28M Sell
464,021
-2,576
-0.6% -$155K 2.41% 10
2023
Q1 		$26.8M Buy
466,597
+6,247
+1% +$368K 2.46% 9
2022
Q4 		$26.2M Buy
460,350
+6,242
+1% +$344K 2.56% 7
2022
Q3 		$22.6M Buy
454,108
+6,014
+1% +$310K 2.39% 8
2022
Q2 		$23.4M Sell
448,094
-36,849
-8% -$2.07M 2.51% 8
2022
Q1 		$26.6M Buy
+484,943
New +$25.7M 2.77% 9

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TruWealth Advisors's SHEL Position: Q1 2026 in Review

TruWealth Advisors increased its Shell (SHEL) stake by 0.08% in Q1 2026, buying an estimated $19.6K and bringing the position to 322,819 shares worth $30M. The position accounts for 1.44% of the portfolio, ranked #23.

TruWealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $30.8M in Q2 2024. 1,594 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • TruWealth Advisors held 322,819 shares of Shell worth $30M as of Q1 2026.
  • TruWealth Advisors bought 243 Shell shares in Q1 2026, an estimated $19.6K.
  • Shell made up 1.44% of TruWealth Advisors's portfolio in Q1 2026, its #23 holding.
  • TruWealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • TruWealth Advisors's Shell position peaked at $30.8M in Q2 2024.
  • 1,594 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.