Advocate Group
SHEL icon

Advocate Group’s Shell SHEL Stock Holding History

Advocate Group’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 		$5.98M Sell
62,929
-929
-1% -$83.8K 0.93% 46
2026
Q2 		$4.95M Sell
63,858
-2,778
-4% -$240K 0.74% 53
2026
Q1 		$6.2M Sell
66,636
-189
-0.3% -$15.3K 0.97% 43
2025
Q4 		$4.91M Sell
66,825
-1,075
-2% -$79.2K 0.79% 52
2025
Q3 		$4.86M Sell
67,900
-1,076
-2% -$77.5K 0.8% 50
2025
Q2 		$4.86M Sell
68,976
-576
-0.8% -$38.6K 0.87% 50
2025
Q1 		$5.1M Buy
69,552
+247
+0.4% +$16.6K 0.93% 48
2024
Q4 		$4.34M Buy
69,305
+1,385
+2% +$90.8K 0.82% 51
2024
Q3 		$4.48M Buy
67,920
+1,354
+2% +$95.9K 0.81% 56
2024
Q2 		$4.8M Buy
66,566
+971
+1% +$69.4K 0.97% 46
2024
Q1 		$4.4M Sell
65,595
-2,427
-4% -$156K 0.87% 49
2023
Q4 		$4.48M Sell
68,022
-4,606
-6% -$302K 0.96% 47
2023
Q3 		$4.68M Buy
72,628
+23
+0% +$1.43K 1.08% 40
2023
Q2 		$4.38M Sell
72,605
-1,640
-2% -$98.4K 0.96% 48
2023
Q1 		$4.27M Sell
74,245
-49
-0.1% -$2.88K 0.93% 47
2022
Q4 		$4.23M Buy
74,294
+9,761
+15% +$538K 0.91% 48
2022
Q3 		$3.21M Buy
64,533
+7,170
+12% +$369K 0.79% 50
2022
Q2 		$3M Buy
+57,363
New +$3.22M 0.7% 54

Other funds holding SHEL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Advocate Group's SHEL Position: Q3 2026 in Review

Advocate Group reduced its Shell (SHEL) stake by 1.5% in Q3 2026, selling an estimated $83.8K and leaving 62,929 shares worth $5.98M. The position accounts for 0.93% of the portfolio, ranked #46.

Advocate Group first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.2M in Q1 2026. 716 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Advocate Group held 62,929 shares of Shell worth $5.98M as of Q3 2026.
  • Advocate Group sold 929 Shell shares in Q3 2026, an estimated $83.8K.
  • Shell made up 0.93% of Advocate Group's portfolio in Q3 2026, its #46 holding.
  • Advocate Group first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Shell position peaked at $6.2M in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.