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Wedbush Securities’s Shell SHEL Stock Holding History

Wedbush Securities’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 		$1.2M Sell
12,913
-1,745
-12% -$141K 0.04% 392
2025
Q4 		$1.08M Buy
14,658
+1,544
+12% +$114K 0.03% 428
2025
Q3 		$938K Sell
13,114
-2,881
-18% -$207K 0.03% 449
2025
Q2 		$1.13M Sell
15,995
-1,072
-6% -$71.9K 0.04% 383
2025
Q1 		$1.25M Sell
17,067
-1,044
-6% -$70.3K 0.05% 324
2024
Q4 		$1.14M Buy
18,111
+1,986
+12% +$130K 0.04% 345
2024
Q3 		$1.06M Sell
16,125
-406
-2% -$28.8K 0.04% 354
2024
Q2 		$1.19M Sell
16,531
-1,308
-7% -$93.5K 0.04% 324
2024
Q1 		$1.2M Sell
17,839
-1,334
-7% -$85.5K 0.04% 323
2023
Q4 		$1.26M Buy
19,173
+279
+1% +$18.3K 0.06% 270
2023
Q3 		$1.22M Buy
18,894
+395
+2% +$24.6K 0.06% 255
2023
Q2 		$1.12M Sell
18,499
-2,331
-11% -$140K 0.05% 294
2023
Q1 		$1.2M Sell
20,830
-3,669
-15% -$216K 0.06% 274
2022
Q4 		$1.4M Sell
24,499
-1,991
-8% -$110K 0.08% 217
2022
Q3 		$1.32M Sell
26,490
-1,504
-5% -$77.5K 0.07% 218
2022
Q2 		$1.46M Buy
+27,994
New +$1.57M 0.08% 203

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

Wedbush Securities's SHEL Position: Q1 2026 in Review

Wedbush Securities reduced its Shell (SHEL) stake by 12% in Q1 2026, selling an estimated $141K and leaving 12,913 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #392.

Wedbush Securities first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.46M in Q2 2022. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Wedbush Securities held 12,913 shares of Shell worth $1.2M as of Q1 2026.
  • Wedbush Securities sold 1,745 Shell shares in Q1 2026, an estimated $141K.
  • Shell made up 0.04% of Wedbush Securities's portfolio in Q1 2026, its #392 holding.
  • Wedbush Securities first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Wedbush Securities's Shell position peaked at $1.46M in Q2 2022.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.