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Wealth Alliance’s Shell SHEL Stock Holding History

Wealth Alliance’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 		$660K Sell
7,100
-2,770
-28% -$224K 0.07% 245
2025
Q4 		$725K Buy
9,870
+495
+5% +$36.5K 0.07% 236
2025
Q3 		$671K Sell
9,375
-818
-8% -$58.9K 0.07% 242
2025
Q2 		$718K Sell
10,193
-40
-0.4% -$2.68K 0.08% 222
2025
Q1 		$750K Buy
10,233
+100
+1% +$6.74K 0.09% 201
2024
Q4 		$635K Sell
10,133
-19
-0.2% -$1.25K 0.08% 226
2024
Q3 		$670K Sell
10,152
-434
-4% -$30.7K 0.08% 220
2024
Q2 		$764K Sell
10,586
-1,946
-16% -$139K 0.1% 186
2024
Q1 		$840K Sell
12,532
-2,465
-16% -$158K 0.11% 183
2023
Q4 		$987K Sell
14,997
-283
-2% -$18.6K 0.14% 148
2023
Q3 		$984K Sell
15,280
-402
-3% -$25K 0.16% 136
2023
Q2 		$947K Buy
15,682
+1,198
+8% +$71.9K 0.14% 146
2023
Q1 		$833K Sell
14,484
-3,155
-18% -$186K 0.14% 167
2022
Q4 		$1M Sell
17,639
-750
-4% -$41.3K 0.18% 133
2022
Q3 		$915K Sell
18,389
-2,575
-12% -$133K 0.18% 124
2022
Q2 		$1.1M Buy
20,964
+5,096
+32% +$286K 0.21% 107
2022
Q1 		$872K Buy
+15,868
New +$842K 0.18% 135

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

Wealth Alliance's SHEL Position: Q1 2026 in Review

Wealth Alliance reduced its Shell (SHEL) stake by 28% in Q1 2026, selling an estimated $224K and leaving 7,100 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #245.

Wealth Alliance first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.1M in Q2 2022. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Wealth Alliance held 7,100 shares of Shell worth $660K as of Q1 2026.
  • Wealth Alliance sold 2,770 Shell shares in Q1 2026, an estimated $224K.
  • Shell made up 0.07% of Wealth Alliance's portfolio in Q1 2026, its #245 holding.
  • Wealth Alliance first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Wealth Alliance's Shell position peaked at $1.1M in Q2 2022.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.