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Turning Point Benefit Group’s Shell SHEL Stock Holding History

Turning Point Benefit Group’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 		– Sell
-9
Closed -$661 – 669
2025
Q4 		$661 Hold
9
– – ﹤0.01% 606
2025
Q3 		$651 Buy
+9
New +$648 ﹤0.01% 449

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

Turning Point Benefit Group's SHEL Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Shell (SHEL) in Q1 2026, closing a stake of 9 shares — an estimated $661 sold.

Turning Point Benefit Group first reported a position in SHEL in Q3 2025 and held it in 2 quarters. The position peaked at $661 in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 9 Shell shares in Q1 2026, an estimated $661.
  • Turning Point Benefit Group first reported a position in Shell in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Shell position peaked at $661 in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.