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Acropolis Investment Management’s Shell SHEL Stock Holding History

Acropolis Investment Management’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 		$139K Hold
1,465
– – 0.01% 332
2026
Q2 		$114K Sell
1,465
-90
-6% -$7.77K ﹤0.01% 363
2026
Q1 		$145K Buy
+1,555
New +$126K 0.01% 329

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Acropolis Investment Management's SHEL Position: Q3 2026 in Review

Acropolis Investment Management held its Shell (SHEL) position steady in Q3 2026 at 1,465 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #332.

Acropolis Investment Management first reported a position in SHEL in Q1 2026 and has held it in 3 quarters since. The position peaked at $145K in Q1 2026. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Acropolis Investment Management held 1,465 shares of Shell worth $139K as of Q3 2026.
  • Acropolis Investment Management left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #332 holding.
  • Acropolis Investment Management first reported a position in Shell in Q1 2026 and has held it in 3 quarters since.
  • Acropolis Investment Management's Shell position peaked at $145K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.