Armstrong Advisory Group
SHEL icon

Armstrong Advisory Group’s Shell SHEL Stock Holding History

Armstrong Advisory 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 		$95K Buy
999
+266
+36% +$24K 0.01% 349
2026
Q2 		$56.8K Buy
733
+3
+0.4% +$259 ﹤0.01% 413
2026
Q1 		$67.8K Sell
730
-34
-4% -$2.75K ﹤0.01% 367
2025
Q4 		$56.1K Buy
764
+4
+0.5% +$295 ﹤0.01% 387
2025
Q3 		$54.4K Buy
760
+3
+0.4% +$216 ﹤0.01% 385
2025
Q2 		$53.3K Sell
757
-334
-31% -$22.4K ﹤0.01% 379
2025
Q1 		$68.3K Hold
1,091
– – 0.01% 326
2024
Q4 		$68.3K Buy
1,091
+4
+0.4% +$262 0.01% 326
2024
Q3 		$71.7K Sell
1,087
-73
-6% -$5.17K 0.01% 318
2024
Q2 		$83.8K Buy
1,160
+83
+8% +$5.93K 0.01% 289
2024
Q1 		$70.9K Hold
1,077
– – 0.01% 297
2023
Q4 		$70.9K Sell
1,077
-496
-32% -$32.5K 0.01% 297
2023
Q3 		$101K Sell
1,573
-1,418
-47% -$88.3K 0.01% 236
2023
Q2 		$181K Buy
2,991
+6
+0.2% +$360 0.02% 181
2023
Q1 		$172K Buy
2,985
+3
+0.1% +$176 0.02% 179
2022
Q4 		$170K Buy
+2,982
New +$164K 0.02% 183

Other funds holding SHEL

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
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
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Armstrong Advisory Group's SHEL Position: Q3 2026 in Review

Armstrong Advisory Group increased its Shell (SHEL) stake by 36% in Q3 2026, buying an estimated $24K and bringing the position to 999 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #349.

Armstrong Advisory Group first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $181K in Q2 2023. 575 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Armstrong Advisory Group held 999 shares of Shell worth $95K as of Q3 2026.
  • Armstrong Advisory Group bought 266 Shell shares in Q3 2026, an estimated $24K.
  • Shell made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #349 holding.
  • Armstrong Advisory Group first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Shell position peaked at $181K in Q2 2023.
  • 575 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.