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BOLTON SECURITIES CORPORATION’s Shell SHEL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$954K Buy
+10,262
New +$829K 0.05% 382
2025
Q3 		$892K Buy
+12,477
New +$898K 0.04% 383
2025
Q1 		$1.06M Buy
+14,469
New +$975K 0.06% 326

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SHEL Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Shell (SHEL) in Q1 2026: 10,262 shares worth $954K. The stake represents 0.05% of the portfolio and ranks #382 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SHEL as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SHEL in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2025. 1,603 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 10,262 shares of Shell worth $954K as of Q1 2026.
  • Shell was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Shell made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #382 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Shell in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Shell position peaked at $1.06M in Q1 2025.
  • 1,603 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.