STACKSTONE WEALTH, LLC’s Shell SHEL Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$334K	Buy	+3,518	New	+$317K	0.03%	263

Other funds holding SHEL

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SHEL Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Shell (SHEL) in Q3 2026: 3,518 shares worth $334K. The stake represents 0.03% of the portfolio and ranks #263 among its holdings.

310 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

STACKSTONE WEALTH, LLC held 3,518 shares of Shell worth $334K as of Q3 2026.
Shell was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Shell made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #263 holding.
310 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.