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Aaron Wealth Advisors’s Shell SHEL Stock Holding History

Aaron Wealth Advisors’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 		$3.7M Buy
38,891
+1,331
+4% +$120K 0.18% 69
2026
Q2 		$2.91M Buy
37,560
+3,089
+9% +$267K 0.15% 88
2026
Q1 		$3.21M Buy
34,471
+10,078
+41% +$814K 0.18% 73
2025
Q4 		$1.79M Buy
24,393
+4,832
+25% +$356K 0.1% 142
2025
Q3 		$1.4M Sell
19,561
-808
-4% -$58.2K 0.08% 169
2025
Q2 		$1.43M Buy
20,369
+870
+4% +$58.3K 0.15% 96
2025
Q1 		$1.43M Buy
19,499
+730
+4% +$49.2K 0.16% 87
2024
Q4 		$1.18M Buy
18,769
+2,502
+15% +$164K 0.14% 100
2024
Q3 		$1.07M Buy
16,267
+3,858
+31% +$273K 0.13% 112
2024
Q2 		$896K Buy
12,409
+1,592
+15% +$114K 0.12% 108
2024
Q1 		$725K Buy
10,817
+6,960
+180% +$446K 0.1% 122
2023
Q4 		$254K Buy
3,857
+448
+13% +$29.4K 0.04% 205
2023
Q3 		$219K Buy
+3,409
New +$212K 0.03% 236
2022
Q4 		– Sell
-8,214
Closed -$409K – 271
2022
Q3 		$409K Buy
+8,214
New +$423K 0.08% 134
2022
Q2 		– Sell
-650
Closed -$35.7K – 725
2022
Q1 		$35.7K Buy
+650
New +$34.5K 0.01% 501

Other funds holding SHEL

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Aaron Wealth Advisors's SHEL Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Shell (SHEL) stake by 3.5% in Q3 2026, buying an estimated $120K and bringing the position to 38,891 shares worth $3.7M. The position accounts for 0.18% of the portfolio, ranked #69.

Aaron Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Aaron Wealth Advisors held 38,891 shares of Shell worth $3.7M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,331 Shell shares in Q3 2026, an estimated $120K.
  • Shell made up 0.18% of Aaron Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • Aaron Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • 182 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.