ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Shell SHEL Stock Holding History

ARS Wealth Advisors 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 		$2.4M Sell
25,213
-77
-0.3% -$6.95K 0.17% 65
2026
Q2 		$1.96M Sell
25,290
-146
-0.6% -$12.6K 0.15% 69
2026
Q1 		$2.37M Sell
25,436
-940
-4% -$76K 0.2% 58
2025
Q4 		$1.94M Sell
26,376
-607
-2% -$44.7K 0.17% 59
2025
Q3 		$1.93M Buy
26,983
+16
+0.1% +$1.15K 0.19% 58
2025
Q2 		$1.9M Sell
26,967
-2,659
-9% -$178K 0.22% 58
2025
Q1 		$2.17M Sell
29,626
-953
-3% -$64.2K 0.31% 45
2024
Q4 		$1.92M Sell
30,579
-1,716
-5% -$112K 0.26% 49
2024
Q3 		$2.13M Sell
32,295
-52
-0.2% -$3.68K 0.26% 51
2024
Q2 		$2.33M Sell
32,347
-3,410
-10% -$244K 0.3% 46
2024
Q1 		$2.4M Sell
35,757
-69,520
-66% -$4.45M 0.32% 44
2023
Q4 		$6.93M Sell
105,277
-17,494
-14% -$1.15M 1.03% 32
2023
Q3 		$7.9M Sell
122,771
-879
-0.7% -$54.7K 1.3% 30
2023
Q2 		$7.47M Buy
123,650
+1,110
+0.9% +$66.6K 1.19% 32
2023
Q1 		$7.05M Buy
122,540
+31,871
+35% +$1.88M 1.3% 33
2022
Q4 		$5.16M Sell
90,669
-338
-0.4% -$18.6K 0.85% 45
2022
Q3 		$4.53M Buy
91,007
+2,045
+2% +$105K 0.69% 48
2022
Q2 		$4.65M Buy
+88,962
New +$5M 0.64% 54

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

ARS Wealth Advisors Group's SHEL Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Shell (SHEL) stake by 0.3% in Q3 2026, selling an estimated $6.95K and leaving 25,213 shares worth $2.4M. The position accounts for 0.17% of the portfolio, ranked #65.

ARS Wealth Advisors Group first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.9M in Q3 2023. 828 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • ARS Wealth Advisors Group held 25,213 shares of Shell worth $2.4M as of Q3 2026.
  • ARS Wealth Advisors Group sold 77 Shell shares in Q3 2026, an estimated $6.95K.
  • Shell made up 0.17% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #65 holding.
  • ARS Wealth Advisors Group first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
  • ARS Wealth Advisors Group's Shell position peaked at $7.9M in Q3 2023.
  • 828 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.