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Westend Capital Management’s Shell SHEL Stock Holding History

Westend Capital Management’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 		$168K Sell
1,805
-61
-3% -$4.93K 0.05% 54
2025
Q4 		$137K Sell
1,866
-60
-3% -$4.42K 0.04% 57
2025
Q3 		$138K Buy
1,926
+60
+3% +$4.32K 0.04% 45
2025
Q2 		$131K Hold
1,866
– – 0.04% 48
2025
Q1 		$137K Hold
1,866
– – 0.05% 50
2024
Q4 		$117K Hold
1,866
– – 0.03% 52
2024
Q3 		$123K Hold
1,866
– – 0.04% 55
2024
Q2 		$136K Sell
1,866
-153
-8% -$10.9K 0.05% 46
2024
Q1 		$135K Buy
+2,019
New +$129K 0.05% 50

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

Westend Capital Management's SHEL Position: Q1 2026 in Review

Westend Capital Management reduced its Shell (SHEL) stake by 3.3% in Q1 2026, selling an estimated $4.93K and leaving 1,805 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #54.

Westend Capital Management first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Westend Capital Management held 1,805 shares of Shell worth $168K as of Q1 2026.
  • Westend Capital Management sold 61 Shell shares in Q1 2026, an estimated $4.93K.
  • Shell made up 0.05% of Westend Capital Management's portfolio in Q1 2026, its #54 holding.
  • Westend Capital Management first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.