Albert D. Mason Inc
SHEL icon

Albert D. Mason Inc’s Shell SHEL Stock Holding History

Albert D. Mason Inc’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 		$710K Hold
7,471
– – 0.43% 81
2026
Q2 		$579K Hold
7,471
– – 0.33% 90
2026
Q1 		$695K Sell
7,471
-185
-2% -$14.9K 0.45% 78
2025
Q4 		$563K Buy
7,656
+41
+0.5% +$3.02K 0.37% 88
2025
Q3 		$545K Buy
7,615
+65
+0.9% +$4.68K 0.35% 95
2025
Q2 		$532K Buy
7,550
+159
+2% +$10.7K 0.38% 91
2025
Q1 		$542K Sell
7,391
-350
-5% -$23.6K 0.37% 96
2024
Q4 		$485K Hold
7,741
– – 0.32% 95
2024
Q3 		$511K Buy
7,741
+35
+0.5% +$2.48K 0.33% 98
2024
Q2 		$556K Hold
7,706
– – 0.38% 97
2024
Q1 		$517K Sell
7,706
-527
-6% -$33.8K 0.32% 104
2023
Q4 		$542K Sell
8,233
-226
-3% -$14.8K 0.36% 105
2023
Q3 		$545K Sell
8,459
-248
-3% -$15.4K 0.39% 102
2023
Q2 		$526K Sell
8,707
-650
-7% -$39K 0.36% 101
2023
Q1 		$538K Sell
9,357
-48
-0.5% -$2.82K 0.37% 104
2022
Q4 		$536K Buy
9,405
+940
+11% +$51.8K 0.38% 106
2022
Q3 		$421K Buy
8,465
+160
+2% +$8.24K 0.34% 111
2022
Q2 		$434K Buy
8,305
+80
+1% +$4.5K 0.32% 115
2022
Q1 		$452K Buy
+8,225
New +$437K 0.29% 124

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Albert D. Mason Inc's SHEL Position: Q3 2026 in Review

Albert D. Mason Inc held its Shell (SHEL) position steady in Q3 2026 at 7,471 shares worth $710K. The position accounts for 0.43% of the portfolio, ranked #81.

Albert D. Mason Inc first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 1,052 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Albert D. Mason Inc held 7,471 shares of Shell worth $710K as of Q3 2026.
  • Albert D. Mason Inc left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.43% of Albert D. Mason Inc's portfolio in Q3 2026, its #81 holding.
  • Albert D. Mason Inc first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Albert D. Mason Inc's 13F filing for Q3 2026, filed 27 Oct 2026.