U.S. Capital Wealth Advisors’s Shell SHEL Stock Holding History

U.S. Capital Wealth 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	$5.18M	Sell	55,752 -2,698	-5%	-$218K	0.13%	182
2025 Q4	$4.29M	Sell	58,450 -1,803	-3%	-$133K	0.11%	203
2025 Q3	$4.31M	Buy	60,253 +1,089	+2%	+$78.4K	0.12%	201
2025 Q2	$4.17M	Sell	59,164 -13,895	-19%	-$931K	0.12%	186
2025 Q1	$5.35M	Sell	73,059 -6,049	-8%	-$407K	0.16%	152
2024 Q4	$4.96M	Sell	79,108 -6,145	-7%	-$403K	0.15%	151
2024 Q3	$5.62M	Sell	85,253 -5,646	-6%	-$400K	0.2%	116
2024 Q2	$6.56M	Sell	90,899 -7,826	-8%	-$559K	0.25%	96
2024 Q1	$6.62M	Sell	98,725 -4,711	-5%	-$302K	0.25%	91
2023 Q4	$6.81M	Sell	103,436 -4,199	-4%	-$276K	0.27%	89
2023 Q3	$6.93M	Sell	107,635 -5,517	-5%	-$343K	0.31%	73
2023 Q2	$6.83M	Sell	113,152 -739	-0.6%	-$44.3K	0.32%	80
2023 Q1	$6.55M	Buy	113,891 +35,512	+45%	+$2.09M	0.3%	77
2022 Q4	$4.46M	Sell	78,379 -886	-1%	-$48.8K	0.21%	108
2022 Q3	$3.94M	Sell	79,265 -4,542	-5%	-$234K	0.2%	113
2022 Q2	$4.38M	Sell	83,807 -1,379	-2%	-$77.5K	0.19%	112
2022 Q1	$4.68M	Buy	+85,186	New	+$4.52M	0.17%	126

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

U.S. Capital Wealth Advisors's SHEL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Shell (SHEL) stake by 4.6% in Q1 2026, selling an estimated $218K and leaving 55,752 shares worth $5.18M. The position accounts for 0.13% of the portfolio, ranked #182.

U.S. Capital Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.93M in Q3 2023. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

U.S. Capital Wealth Advisors held 55,752 shares of Shell worth $5.18M as of Q1 2026.
U.S. Capital Wealth Advisors sold 2,698 Shell shares in Q1 2026, an estimated $218K.
Shell made up 0.13% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #182 holding.
U.S. Capital Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
U.S. Capital Wealth Advisors's Shell position peaked at $6.93M in Q3 2023.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.