Atlas Brown’s Shell SHEL Stock Holding History

Atlas Brown’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	$461K	Hold	4,848	–	–	0.12%	157
2026 Q2	$376K	Hold	4,848	–	–	0.1%	176
2026 Q1	$451K	Hold	4,848	–	–	0.14%	146
2025 Q4	$356K	Buy	4,848 +6	+0.1%	+$442	0.11%	164
2025 Q3	$346K	Hold	4,842	–	–	0.1%	168
2025 Q2	$341K	Hold	4,842	–	–	0.11%	169
2025 Q1	$355K	Hold	4,842	–	–	0.12%	158
2024 Q4	$303K	Hold	4,842	–	–	0.1%	166
2024 Q3	$319K	Hold	4,842	–	–	0.11%	163
2024 Q2	$349K	Hold	4,842	–	–	0.13%	153
2024 Q1	$325K	Hold	4,842	–	–	0.12%	154
2023 Q4	$319K	Hold	4,842	–	–	0.13%	139
2023 Q3	$312K	Hold	4,842	–	–	0.14%	136
2023 Q2	$292K	Hold	4,842	–	–	0.13%	144
2023 Q1	$279K	Hold	4,842	–	–	0.13%	147
2022 Q4	$276K	Hold	4,842	–	–	0.14%	146
2022 Q3	$241K	Buy	4,842 +53	+1%	+$2.73K	0.12%	150
2022 Q2	$250K	Hold	4,789	–	–	0.12%	151
2022 Q1	$263K	Buy	+4,789	New	+$254K	0.11%	158

Other funds holding SHEL

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Atlas Brown's SHEL Position: Q3 2026 in Review

Atlas Brown held its Shell (SHEL) position steady in Q3 2026 at 4,848 shares worth $461K. The position accounts for 0.12% of the portfolio, ranked #157.

Atlas Brown first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Atlas Brown held 4,848 shares of Shell worth $461K as of Q3 2026.
Atlas Brown left its Shell share count unchanged in Q3 2026.
Shell made up 0.12% of Atlas Brown's portfolio in Q3 2026, its #157 holding.
Atlas Brown first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.