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Waverly Advisors’s Shell SHEL Stock Holding History

Waverly 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 		$9.32M Buy
100,176
+28,246
+39% +$2.28M 0.07% 272
2025
Q4 		$5.29M Buy
71,930
+47,857
+199% +$3.53M 0.04% 362
2025
Q3 		$1.72M Buy
24,073
+603
+3% +$43.4K 0.02% 537
2025
Q2 		$1.65M Buy
23,470
+2,383
+11% +$160K 0.02% 529
2025
Q1 		$1.55M Buy
21,087
+1,682
+9% +$113K 0.02% 530
2024
Q4 		$1.22M Buy
19,405
+9,818
+102% +$643K 0.02% 484
2024
Q3 		$632K Sell
9,587
-270
-3% -$19.1K 0.01% 537
2024
Q2 		$712K Buy
9,857
+355
+4% +$25.4K 0.01% 497
2024
Q1 		$637K Buy
+9,502
New +$609K 0.02% 435
2023
Q4 		– Sell
-3,268
Closed -$210K – 459
2023
Q3 		$210K Buy
+3,268
New +$203K 0.01% 380

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

Waverly Advisors's SHEL Position: Q1 2026 in Review

Waverly Advisors increased its Shell (SHEL) stake by 39% in Q1 2026, buying an estimated $2.28M and bringing the position to 100,176 shares worth $9.32M. The position accounts for 0.07% of the portfolio, ranked #272.

Waverly Advisors first reported a position in SHEL in Q3 2023 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Waverly Advisors held 100,176 shares of Shell worth $9.32M as of Q1 2026.
  • Waverly Advisors bought 28,246 Shell shares in Q1 2026, an estimated $2.28M.
  • Shell made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #272 holding.
  • Waverly Advisors first reported a position in Shell in Q3 2023 and has held it in 10 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.