Western Wealth Management’s Shell SHEL Stock Holding History

Western Wealth 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	$299K	Sell	3,210 -260	-7%	-$21K	0.01%	803
2025 Q4	$255K	Buy	+3,470	New	+$256K	0.01%	716
2024 Q4	–	Sell	-3,274	Closed	-$216K	–	745
2024 Q3	$216K	Sell	3,274 -190	-5%	-$13.5K	0.01%	696
2024 Q2	$250K	Sell	3,464 -257	-7%	-$18.4K	0.02%	555
2024 Q1	$249K	Buy	3,721 +351	+10%	+$22.5K	0.02%	560
2023 Q4	$222K	Buy	3,370 +110	+3%	+$7.22K	0.02%	629
2023 Q3	$210K	Buy	+3,260	New	+$203K	0.02%	602
2023 Q2	–	Sell	-3,941	Closed	-$227K	–	670
2023 Q1	$227K	Sell	3,941 -3,098	-44%	-$182K	0.02%	581
2022 Q4	$401K	Sell	7,039 -5,616	-44%	-$310K	0.04%	391
2022 Q3	$632K	Sell	12,655 -648	-5%	-$33.4K	0.04%	409
2022 Q2	$699K	Buy	+13,303	New	+$747K	0.04%	385

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Western Wealth Management's SHEL Position: Q1 2026 in Review

Western Wealth Management reduced its Shell (SHEL) stake by 7.5% in Q1 2026, selling an estimated $21K and leaving 3,210 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #803.

Western Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 11 quarters since. The position peaked at $699K in Q2 2022. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Western Wealth Management held 3,210 shares of Shell worth $299K as of Q1 2026.
Western Wealth Management sold 260 Shell shares in Q1 2026, an estimated $21K.
Shell made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #803 holding.
Western Wealth Management first reported a position in Shell in Q2 2022 and has held it in 11 quarters since.
Western Wealth Management's Shell position peaked at $699K in Q2 2022.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.