Apricus Wealth’s Shell SHEL Stock Holding History

Apricus Wealth’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	$3.45M	Buy	36,285 +1,955	+6%	+$176K	1.55%	29
2026 Q2	$2.66M	Buy	34,330 +302	+0.9%	+$26.1K	1.27%	37
2026 Q1	$3.16M	Buy	34,028 +418	+1%	+$33.8K	1.54%	33
2025 Q4	$2.47M	Buy	33,610 +720	+2%	+$53K	1.26%	40
2025 Q3	$2.35M	Buy	32,890 +185	+0.6%	+$13.3K	1.27%	41
2025 Q2	$2.3M	Buy	32,705 +2,465	+8%	+$165K	1.34%	39
2025 Q1	$2.22M	Buy	30,240 +3,900	+15%	+$263K	1.32%	39
2024 Q4	$1.65M	Buy	26,340 +1,130	+4%	+$74.1K	1.07%	43
2024 Q3	$1.66M	Buy	25,210 +1,640	+7%	+$116K	1.1%	44
2024 Q2	$1.7M	Buy	23,570 +630	+3%	+$45K	1.21%	39
2024 Q1	$1.54M	Buy	22,940 +5,285	+30%	+$339K	1.08%	39
2023 Q4	$1.16M	Buy	17,655 +1,775	+11%	+$116K	0.89%	40
2023 Q3	$1.07M	Buy	15,880 +4,400	+38%	+$274K	0.94%	39
2023 Q2	$698K	Buy	+11,480	New	+$689K	0.61%	48

Other funds holding SHEL

Pzena Investment Management New York $34.1B AUM 26.62% 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

American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

Apricus Wealth's SHEL Position: Q3 2026 in Review

Apricus Wealth increased its Shell (SHEL) stake by 5.7% in Q3 2026, buying an estimated $176K and bringing the position to 36,285 shares worth $3.45M. The position accounts for 1.55% of the portfolio, ranked #29.

Apricus Wealth first reported a position in SHEL in Q2 2023 and has held it in 14 quarters since. 702 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Apricus Wealth held 36,285 shares of Shell worth $3.45M as of Q3 2026.
Apricus Wealth bought 1,955 Shell shares in Q3 2026, an estimated $176K.
Shell made up 1.55% of Apricus Wealth's portfolio in Q3 2026, its #29 holding.
Apricus Wealth first reported a position in Shell in Q2 2023 and has held it in 14 quarters since.
702 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.