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Warther Private Wealth’s Shell SHEL Stock Holding History

Warther Private Wealth’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
-3,099
Closed -$228K – 54
2025
Q4 		$228K Hold
3,099
– – 0.05% 48
2025
Q3 		$222K Hold
3,099
– – 0.05% 49
2025
Q2 		$218K Sell
3,099
-334
-10% -$22.4K 0.06% 54
2025
Q1 		$252K Buy
3,433
+165
+5% +$11.1K 0.08% 58
2024
Q4 		$205K Buy
3,268
+169
+5% +$11.1K 0.07% 81
2024
Q3 		$204K Hold
3,099
– – 0.07% 86
2024
Q2 		$224K Buy
+3,099
New +$222K 0.09% 74

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 $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 $865B AUM 30.76% 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 $1.37T AUM 24.88% 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 $535B AUM 26.23% 1-Year Est. Return

Warther Private Wealth's SHEL Position: Q1 2026 in Review

Warther Private Wealth sold out of Shell (SHEL) in Q1 2026, closing a stake of 3,099 shares — an estimated $228K sold.

Warther Private Wealth first reported a position in SHEL in Q2 2024 and held it in 7 quarters. The position peaked at $252K in Q1 2025. 1,590 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Warther Private Wealth reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Warther Private Wealth sold 3,099 Shell shares in Q1 2026, an estimated $228K.
  • Warther Private Wealth first reported a position in Shell in Q2 2024 and held it in 7 quarters.
  • Warther Private Wealth's Shell position peaked at $252K in Q1 2025.
  • 1,590 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.