Ares Financial Consulting
SHEL icon

Ares Financial Consulting’s Shell SHEL Stock Holding History

Ares Financial Consulting’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 		$69.6K Sell
733
-14
-2% -$1.26K 0.05% 177
2026
Q2 		$57.9K Buy
747
+7
+0.9% +$604 0.04% 206
2026
Q1 		$68.1K Buy
740
+219
+42% +$17.7K 0.05% 171
2025
Q4 		$38.3K Buy
+521
New +$38.4K 0.04% 183

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
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Ares Financial Consulting's SHEL Position: Q3 2026 in Review

Ares Financial Consulting reduced its Shell (SHEL) stake by 1.9% in Q3 2026, selling an estimated $1.26K and leaving 733 shares worth $69.6K. The position accounts for 0.05% of the portfolio, ranked #177.

Ares Financial Consulting first reported a position in SHEL in Q4 2025 and has held it in 4 quarters since. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Ares Financial Consulting held 733 shares of Shell worth $69.6K as of Q3 2026.
  • Ares Financial Consulting sold 14 Shell shares in Q3 2026, an estimated $1.26K.
  • Shell made up 0.05% of Ares Financial Consulting's portfolio in Q3 2026, its #177 holding.
  • Ares Financial Consulting first reported a position in Shell in Q4 2025 and has held it in 4 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.