Wallace Advisory Group’s Shell SHEL Stock Holding History

Wallace Advisory 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	$559K	Buy	6,014 +77	+1%	+$6.22K	0.6%	34
2025 Q4	$436K	Sell	5,937 -3,028	-34%	-$223K	0.46%	53
2025 Q3	$631K	Sell	8,965 -941	-9%	-$67.8K	0.51%	53
2025 Q2	$726K	Buy	9,906 +2,101	+27%	+$141K	0.53%	50
2025 Q1	$489K	Buy	7,805 +26	+0.3%	+$1.75K	0.34%	87
2024 Q4	$513K	Sell	7,779 -529	-6%	-$34.7K	0.35%	80
2024 Q3	$600K	Hold	8,308	–	–	0.44%	52
2024 Q2	$600K	Buy	8,308 +843	+11%	+$60.3K	0.43%	52
2024 Q1	$491K	Sell	7,465 -280	-4%	-$17.9K	0.37%	73
2023 Q4	$499K	Sell	7,745 -771	-9%	-$50.6K	0.39%	64
2023 Q3	$514K	Buy	8,516 +263	+3%	+$16.4K	0.37%	66
2023 Q2	$475K	Hold	8,253	–	–	0.36%	78
2023 Q1	$475K	Buy	8,253 +1,241	+18%	+$73K	0.36%	78
2022 Q4	$399K	Buy	+7,012	New	+$387K	0.32%	91

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

Wallace Advisory Group's SHEL Position: Q1 2026 in Review

Wallace Advisory Group increased its Shell (SHEL) stake by 1.3% in Q1 2026, buying an estimated $6.22K and bringing the position to 6,014 shares worth $559K. The position accounts for 0.6% of the portfolio, ranked #34.

Wallace Advisory Group first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. The position peaked at $726K in Q2 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Wallace Advisory Group held 6,014 shares of Shell worth $559K as of Q1 2026.
Wallace Advisory Group bought 77 Shell shares in Q1 2026, an estimated $6.22K.
Shell made up 0.6% of Wallace Advisory Group's portfolio in Q1 2026, its #34 holding.
Wallace Advisory Group first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Shell position peaked at $726K in Q2 2025.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.