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Verdence Capital Advisors’s Shell SHEL Stock Holding History

Verdence Capital 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 		$1.83M Buy
19,635
+9,773
+99% +$790K 0.11% 188
2025
Q4 		$725K Buy
9,862
+148
+2% +$10.9K 0.04% 336
2025
Q3 		$734K Sell
9,714
-70
-0.7% -$5.04K 0.04% 349
2025
Q2 		$689K Buy
9,784
+72
+0.7% +$4.83K 0.05% 324
2025
Q1 		$712K Buy
9,712
+111
+1% +$7.48K 0.05% 300
2024
Q4 		$602K Buy
9,601
+6
+0.1% +$393 0.05% 330
2024
Q3 		$633K Buy
9,595
+603
+7% +$42.7K 0.05% 330
2024
Q2 		$649K Sell
8,992
-615
-6% -$44K 0.06% 309
2024
Q1 		$644K Sell
9,607
-21
-0.2% -$1.35K 0.06% 307
2023
Q4 		$634K Sell
9,628
-6,147
-39% -$403K 0.06% 296
2023
Q3 		$1.02M Buy
15,775
+6,923
+78% +$431K 0.11% 205
2023
Q2 		$534K Sell
8,852
-29
-0.3% -$1.74K 0.06% 304
2023
Q1 		$511K Buy
8,881
+142
+2% +$8.35K 0.06% 304
2022
Q4 		$498K Sell
8,739
-21
-0.2% -$1.16K 0.06% 282
2022
Q3 		$436K Buy
8,760
+393
+5% +$20.3K 0.06% 299
2022
Q2 		$438K Sell
8,367
-96
-1% -$5.39K 0.06% 308
2022
Q1 		$465K Buy
+8,463
New +$449K 0.05% 309

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

Verdence Capital Advisors's SHEL Position: Q1 2026 in Review

Verdence Capital Advisors increased its Shell (SHEL) stake by 99% in Q1 2026, buying an estimated $790K and bringing the position to 19,635 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #188.

Verdence Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Verdence Capital Advisors held 19,635 shares of Shell worth $1.83M as of Q1 2026.
  • Verdence Capital Advisors bought 9,773 Shell shares in Q1 2026, an estimated $790K.
  • Shell made up 0.11% of Verdence Capital Advisors's portfolio in Q1 2026, its #188 holding.
  • Verdence Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.