Superior Planning, LLC’s Shell SHEL Stock Holding History

Superior Planning, 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	$44.5K	Buy	+469	New	+$42.3K	0.02%	414

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Superior Planning, LLC's SHEL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Shell (SHEL) in Q3 2026: 469 shares worth $44.5K. The stake represents 0.02% of the portfolio and ranks #414 among its holdings.

1,225 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Superior Planning, LLC held 469 shares of Shell worth $44.5K as of Q3 2026.
Shell was a new Superior Planning, LLC position in Q3 2026.
Shell made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #414 holding.
1,225 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.