Rothwell Investment Advisors, LLC’s Shell SHEL Stock Holding History

Rothwell Investment Advisors, 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	$409K	Buy	+4,302	New	+$388K	0.22%	91

Other funds holding SHEL

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SHEL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Shell (SHEL) in Q3 2026: 4,302 shares worth $409K. The stake represents 0.22% of the portfolio and ranks #91 among its holdings.

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

Rothwell Investment Advisors, LLC held 4,302 shares of Shell worth $409K as of Q3 2026.
Shell was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Shell made up 0.22% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #91 holding.
966 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.