Vermillion & White Wealth Management Group’s Shell SHEL Stock Holding History

Vermillion & White Wealth Management 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	-193	Closed	-$14.2K	–	431
2025 Q4	$14.2K	Hold	193	–	–	0.01%	284
2025 Q3	$13.8K	Hold	193	–	–	0.01%	294
2025 Q2	$13.6K	Hold	193	–	–	0.01%	270
2025 Q1	$14.1K	Hold	193	–	–	0.01%	247
2024 Q4	$12.1K	Buy	+193	New	+$12.6K	0.01%	226
2024 Q3	–	Sell	-193	Closed	-$13.9K	–	376
2024 Q2	$13.9K	Hold	193	–	–	0.01%	208
2024 Q1	$12.9K	Hold	193	–	–	0.01%	201
2023 Q4	$12.7K	Buy	+193	New	+$12.7K	0.01%	162

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

Vermillion & White Wealth Management Group's SHEL Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Shell (SHEL) in Q1 2026, closing a stake of 193 shares — an estimated $14.2K sold.

Vermillion & White Wealth Management Group first reported a position in SHEL in Q4 2023 and held it in 8 quarters. The position peaked at $14.2K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 193 Shell shares in Q1 2026, an estimated $14.2K.
Vermillion & White Wealth Management Group first reported a position in Shell in Q4 2023 and held it in 8 quarters.
Vermillion & White Wealth Management Group's Shell position peaked at $14.2K in Q4 2025.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.